Skip to content
← Share and support customer ideas for Xero

Settings and activity

5 results found

  1. Customer Statements - Option to remove links to invoices

    110 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    42 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    Jez Nolan commented  · 

    Only just found that these links are in place. We also invoice outside Xero. This is CRITICAL as there are line items in Xero that SHOULD NOT be visible to our clients. This will cause incredible difficulties with fixed fee projects and other things where the line items will make no sense to the client.

    FIX THIS PLEASE!!!!!!!!!!!!!!

    Jez Nolan supported this idea  · 

  2. Reporting | Budget Manager - Customise report layout

    117 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  57 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jez Nolan commented  · 

    The ability to create groups for budgeting rather than budget figures having to be done on each individual account.

    Jez Nolan supported this idea  · 

  3. Reporting - Import report template

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jez Nolan commented  · 

    Groan - why is this not possible FFS???

    Jez Nolan supported this idea  · 

  4. Invoices - Ability to process invoices in bulk for one transaction

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jez Nolan shared this idea  · 

  5. Contacts: Statements - Allow to be sent to Contact Groups

    149 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jez Nolan commented  · 

    Crazy that this is not possible - filters would be easy here!

    Jez Nolan supported this idea  ·