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28 results found

  1. Contacts - Different default email addresses for different transactions in Xero

    294 votes

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    submitted  ·  131 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Melissa Peters supported this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    60 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Melissa Peters supported this idea  · 

  3. Invoice Reminders - Auto email Statements to customers

    497 votes

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    108 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

    Melissa Peters supported this idea  · 

  4. Reporting - Rounding to Thousands

    12 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Melissa Peters supported this idea  · 

  5. Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa

    38 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Melissa Peters supported this idea  · 

  6. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    174 votes

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    48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

    Melissa Peters supported this idea  · 

  7. User Access: Lock Dates - Specify User Access

    50 votes

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    submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Melissa Peters supported this idea  · 

  8. Hubdoc - lock dates feature

    46 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Melissa Peters supported this idea  · 
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