Settings and activity

4 results found

1. Invite user: bulk-invite user to multiple organisations

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   submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Adam Casson-Crook supported this idea  ·  17 October, 2024

2. Contact - Having custom fields on invoices and contacts

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   253 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

   With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

   Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

   We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

   Adam Casson-Crook supported this idea  ·  30 January, 2023

3. Files - Ability to have sub files

   116 votes

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   46 comments  ·  For small businesses  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊

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   Adam Casson-Crook commented  ·  13 July, 2022  ·  Edit…  ·  delete…

   I would also find sub folders very useful

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   Adam Casson-Crook supported this idea  ·  13 July, 2022

4. Customer Statements - Add a Pay Now link

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   137 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to confirm when we're opening the release wider.

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to… more

   Adam Casson-Crook supported this idea  ·  23 June, 2022