Settings and activity

6 results found

1. Invoice Settings - Ability to create multiple numbering sequences

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   submitted  ·  29 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  ·  105 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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   419 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities of adding this to ensure a robust and user-friendly solution. We'll provide further updates as we move forward with the development.

   Thank you again for your passionate feedback and for helping us prioritise the features that matter most to your businesses.

   Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

   We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

   We appreciate your patience as we work through the complexities… 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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   34 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

   Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

   If there are any plans made we'll share 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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