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← Share and support customer ideas for Xero

Settings and activity

47 results found

  1. Invoice Reminders - Set up for a Contact group

    33 votes

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    13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

    Lorraine Adams supported this idea  · 

  2. 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  · 

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

    14 votes

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    submitted  ·  7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

  4. 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  · 

  5. 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  · 

  6. MFA | Remove requirement to use

    12 votes

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

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

    101 votes

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    submitted  ·  34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Lorraine Adams supported this idea  · 

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

    39 votes

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

  9. Organisation Settings - Ability to set colour of organisation

    268 votes

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    submitted  ·  98 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

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

    30 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Lorraine Adams supported this idea  · 

  11. Sales invoice - Option to add a new line between existing lines

    32 votes

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

    Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice. 

    Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂

    Lorraine Adams supported this idea  · 

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

    17 votes

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    submitted  ·  6 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

    31 votes

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    submitted  ·  11 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

    25 votes

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    submitted  ·  5 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

    23 votes

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    submitted  ·  7 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

    26 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

    37 votes

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    submitted  ·  2 comments  ·  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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