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24 results found

  1. Contacts - Ability to export/import additional notes

    120 votes

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    submitted  ·  31 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Elizabeth Ryan supported this idea  · 

  2. Contact List - Viewing notes from the Contact List

    54 votes

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    11 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.

    While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.

    We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.

    Elizabeth Ryan supported this idea  · 

  3. Sales Invoices - Pop-up reminder of notes

    81 votes

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    submitted  ·  41 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Elizabeth Ryan supported this idea  · 

  4. Notifications - Email/notification when items are Awaiting Approval in Xero

    373 votes

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    153 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

    We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

    This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

    We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

    You can read more about the …

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    Elizabeth Ryan commented  · 

    We require an email notification when bill/invoice is submitted

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