Settings and activity

5 results found

1. Xero Me - Search option in Tracking

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Kim Seeley shared this idea  ·  05 March, 2024

2. New Invoicing - Add new Tracking option

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   286 votes

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   62 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for your on-going input and attention to the idea here, everyone.

   We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

   I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

   For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

   Kim Seeley supported this idea  ·  05 February, 2024

3. Invoice reminders - Ability to change invoice reminder to different email address

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   submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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4. Contacts - Allow multiple addresses for a single contact record

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   340 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

5. Contacts - Different default email addresses for different transactions in Xero

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   submitted  ·  133 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kim Seeley commented  ·  31 May, 2022  ·  Edit…  ·  delete…

   This is really important, we email quotes, invoices, and purchase orders to the same company and some of them have different departments and Project Managers that deal with each product. We also don't get the benefit of invoice reminders as these have to be turned off, great for a 1 man show but how many are there?

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