Settings and activity
52 results found
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11 votes
An error occurred while saving the comment 
Christopher Le
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76 votesChristopher Le
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779 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
An error occurred while saving the comment Christopher Le
commented
when will xero re-introduce the note that shows where invoices were copied froM?
Christopher Le
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16 votes
An error occurred while saving the comment Christopher Le
commented
Xero team, any updates?
Christopher Le
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318 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Christopher Le
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20 votesChristopher Le
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46 votesChristopher Le
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7 votesChristopher Le
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181 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Christopher Le
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99 votesChristopher Le
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2 votes
Hi Francisca, thanks so much for submitting this idea — we really appreciate your feedback!
We understand how much smoother data entry would be with a more user-friendly date picker when entering historical dates in the Relationships tab in Xero HQ. Being able to quickly scroll or jump through years would save you time and make the process much easier.
Right now, the date picker requires multiple clicks to go back several years, which can slow things down. Your suggestion for an improved, intuitive date selector would make a big difference to your workflow.
This idea is currently in the Gaining Support stage. If this feature would help you, please consider voting and sharing your thoughts . Your support really helps us prioritise it with the product team.
Christopher Le
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2 votesChristopher Le
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33 votesChristopher Le
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68 votesChristopher Le
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24 votes
An error occurred while saving the comment Christopher Le
commented
the blue xero search bar is VERY restrictive.
In exhibit A I can search by email and it brings up the two profiles.
However, if I type in ANTHONY HA, it only comes up with one profile, and not the other.The same can be said for the BUSINESS > INVOICES
It very restrictive in its word order,Christopher Le
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4 votesChristopher Le
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3 votes
Hi Michael are the emails that you're wanting to be pre-populated the same for all invoices or would be dependent on the contact ?
If for the org we have an idea that I'll merge yours with.
Christopher Le
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11 votesChristopher Le
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1 vote
Hi Christopher, we appreciate you sharing this idea. We understand the value of being able to set a custom password for Outcome of Assessment (OoA) documents in Xero Tax. Having more control over how these documents are secured can help you align with your firm’s processes and better meet client needs.
At the moment, Xero Tax automatically applies the client’s date of birth as the password for OoA documents in dd-Mmm-yyyy format. While this works in many cases, we acknowledge the interest in having more flexibility — whether that’s for consistency across documents, improved client experience, or added security.
This idea is now in the Gaining Support stage. The community votes and comments help us understand how important this is to the wider Xero community and guide future product discussions. We’ll continue to monitor the feedback here and share any updates as they become available.
Christopher Le
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7 votesChristopher Le
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i refer to 31 Jul 6:21 PM
Closed
CX0015357926
in the old blue xero invoice system - you can view notes of how invoices were copied to
and for copied invoices - it will show a note where it was copied from.