Settings and activity

4 results found

1. Bank Rules - Add notes for rules

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alician Zacharias shared this idea  ·  12 July, 2024

2. Quotes - Ability to request signature

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

   Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here. 

   While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions? 

   We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join 

   Alician Zacharias supported this idea  ·  24 May, 2024

3. Invoice - Add notes/comments line item

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

   Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

   This isn't something we have planned at present. 

   We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

   Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

   We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

   Alician Zacharias supported this idea  ·  02 August, 2023

4. Bank Reconciliation - Different colours for Create Spend and Receive money transactions

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alician Zacharias shared this idea  ·  23 April, 2022