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Settings and activity

48 results found

  1. Dashboard - Ability to group Accounts in the Watchlist

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  2. Quotes: Generate as legal 'Estimate' instead of quote

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  3. Sales Invoice - Print each customer's payment term on tax invoice

    4 votes

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

    Hi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.

    Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.

    You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.

    Lorraine Adams supported this idea  · 

  4. Navigation | Edit display picture for organisations in dropdown

    6 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  5. MFA | Remove requirement to use

    9 votes

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    10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  6. Navigation - Return to previous screen after viewing/editing a transaction

    84 votes

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    submitted  ·  27 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  7. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    37 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  8. Payment Service - Multiple online payment options per invoice

    80 votes

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    21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out improvements to the way you manage your online payment methods in Xero. It's going to be a slow release so our team can closely monitor usage and ensure it's working well with our customers - we'll keep you updated on when it's available to 100% of users.
    To give you a taster of what's coming, we've designed a new flow that allows you to easily set up and access differing payment methods to your customers when sending invoices.
    You'll have more control by being able to offer multiple payments services and customise the payment types you offer customers.

    Lorraine Adams supported this idea  · 

  9. Organisation Settings - Ability to set colour of organisation

    214 votes

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    submitted  ·  57 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  10. Invoice Templates - Standard Invoice Branding Theme to look more like Online Invoice

    19 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

  11. Sales Invoices - Insert rows between existing rows

    14 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

  12. XPM User Permission - Ability to only remove timesheet view permission

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lorraine Adams supported this idea  · 

  13. User Access: Payroll - Payroll admin access only

    27 votes

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    submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  14. User Permission - Separate approver roles for both Invoices and Bills

    19 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  15. User Role: Ability for standard users to have access to Uncoded Statement Lines

    18 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  16. User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips

    20 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  17. User Roles & Permissions - Ability to suspend users

    20 votes

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    submitted  ·  5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  18. Organisation Settings - Copy an existing company to create a new one in Xero

    25 votes

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  19. User role permission: Invoice Only Purchases - Assign user to see bills paid

    36 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  20. Settings - Ability to lock bank Reconciliation Period

    28 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 
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