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3 results found

  1. Petition for Xero Executives Regarding Alleged "Improvements"

    103 votes

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    140 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming. 

    Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.

    Remember, you can keep switching between the two products between now and September. Thanks

    Louise Evers supported this idea  · 

  2. Contact List - Viewing notes from the Contact List

    52 votes

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    11 comments  ·  Contacts & files » 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.

    Louise Evers supported this idea  · 

  3. Contacts - View all transactions history & notes from contact record

    38 votes

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    11 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.

    You'll find with the report you can filter, search and view history and notes across all areas of Xero.

    We are continuing to watch the engagement and support for this idea, and will share if there are any updates.

    Louise Evers supported this idea  ·