Settings and activity

6 results found

1. Invoice Settings - Ability to create multiple numbering sequences

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   submitted  ·  26 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Webster Creative supported this idea  ·  20 May, 2023

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

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   49 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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. 

   Webster Creative supported this idea  ·  20 May, 2023

3. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice

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   submitted  ·  13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Webster Creative supported this idea  ·  20 May, 2023

4. Organisation Settings - Ability to set colour of organisation

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   submitted  ·  79 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Webster Creative supported this idea  ·  20 May, 2023

5. Contacts - Allow multiple addresses for a single contact record

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   342 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Webster Creative supported this idea  ·  20 May, 2023

6. Files - Control/edit the name of PDF files sent from Xero

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   27 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

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   Webster Creative commented  ·  14 April, 2023  ·  Edit…  ·  delete…

   I 100% agree with Maxine!!!

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   Webster Creative supported this idea  ·  14 April, 2023
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   Webster Creative commented  ·  23 April, 2022  ·  Edit…  ·  delete…

   It would be very helpful when Xero creates the pdf for the receipt that attaches to the email receipt, you should be able to dictate the name or have it at least be the the invoice number.

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