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41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
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Tom Pivac
supported this idea
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163 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
An error occurred while saving the comment Tom Pivac
commented
Very good idea. We currently have a building being renovated and a bunch of different invoices for it. We have a bunch of fixed assets titled "value adjustment of workshop".
It would be so much easier if we could simply add the bill to the asset, increasing the fixed assets value and continue to depreciate based off the new asset value.Tom Pivac
supported this idea
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99 votes
An error occurred while saving the comment Tom Pivac
commented
Users have been wanting this feature for over 3 years!
https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name is an ongoing discussion with multiple users crying out for this!Currently, Xero quoting software and custom templates pretty much unusable! If we want to create a template that changes the quote to an estimate we can change all the content but as soon as the estimate gets emailed there is a great big "Quote" stamped on the filename. This is unacceptable for most businesses.
Tom Pivac
supported this idea
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23 votes
An error occurred while saving the comment Tom Pivac
commented
Agreed. For small businesses/trades we never quote. Every job is estimated. I think if Xero would find that the quoting system would get used a lot more if it was actually an estimating system.
I avoid using the quoting system because its too much hard work to create quote, download pdf, rename PDF to say estimate, email to client, then manually change to accepted.
Surely its not too much extra coding to just change the customers links to "accept estimate" etc instead of "accept quote"?Tom Pivac
supported this idea
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161 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
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It makes no sense that there is a limit. Does Xero not think we care about getting paid once we've sent 5 reminders?
Change to unlimited until paid. (or its too much coding then change it to 100,000 or something)