Settings and activity
183 results found
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7 votesAndrew Syme supported this idea ·
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102 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Andrew Syme supported this idea · -
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20 votes
Hi community, I'm pleased to share that the product team have been working on improving this area and are in the middle of a phased roll out for a new PDF preview experience 🎉 Once you've got it, you'll see a Preview button in the top right of the invoice, to the left of the Print PDF button.
They're also working on a further improvement that combines the preview for the PDF and online invoice into one previewer, with the ability to quickly switch between the two. Being able to quickly see the PDF preview and the online invoice version will give you more confidence in what your customers will see and allow you to easily spot any differences between the two versions, so you can make any edits to your invoice template. We'll update you on this idea here once this becomes available.
To confirm, it's not currently possible…
Andrew Syme supported this idea · -
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16 votes
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1 voteAndrew Syme shared this idea ·
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5 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
Andrew Syme supported this idea ·
There is and has been for many years an import tool for Spend / Receive Money in the Xero Conversion Toolbox.
https://conversiontoolbox.xero.com/Tool/ImportTransactions/ommdp