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Customer ideas for converting to Xero, navigation and organisation set up

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2 results found

  1. Ability to edit customer statement layout. I've just converted to Xero and find it a lot better than the previous program I was using, except in one respect. The customer statement is SO old-fashioned. It has the remittance advice cut-off slip, which was very helpful back in the early 2000s, when people still used cheques. Now, with online payments, it is not necessary and it makes the whole statement seem very old-fashioned.

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. I've just moved from a different program. Most things are much better, except for customer statements. No ageing periods on the statement. My suggestion - remove the remittance advice and put in an ageing period table.

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    0 comments  ·  Settings  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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