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17 results found
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150 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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Cheryl Schneider
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2 votesCheryl Schneider
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1 vote
Appreciate you sharing your idea and why you'd find an automated date setting for California on the Sales Tax report helpful, Cheryl.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We'll keep an eye on the traction this gets in the community, here. Thanks
Cheryl Schneider
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23 votes
An error occurred while saving the comment Cheryl Schneider
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Agreed!
Cheryl Schneider
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409 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Cheryl Schneider
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16 votes
An error occurred while saving the comment Cheryl Schneider
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I'm going to be delivering 10 boxes to the client who placed the order with us tomorrow. So, I'll interface with the decision-maker tomorrow but I won't have a Packing Slip for her to give the Accounting Office as "proof" that the delivery was made.
Packing Slips are used to confirm that the materials of the order were received and that the folks in Accounting can pay the invoice...please fix this oversight.
Cheryl Schneider
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116 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
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26 votesCheryl Schneider
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128 votes
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146 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
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239 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
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52 votes
An error occurred while saving the comment Cheryl Schneider
commented
This afternoon, I searched Contacts by Account Number and found it worked to type in even a partial Account Number to get a list with the correct Contact within the mix.
However, there have been times when I've done the same and get a list of 0 Contacts. Not sure why Xero's Contact Search isn't consistent. -
630 votes
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.
An error occurred while saving the comment Cheryl Schneider
commented
Many fields in Xero's Contacts have no pertinence to our business. Trust us, there are more useful fields than are dreamt of in Xero's current scheme.
Within Client record: Main Contact/Title (not Billing/AP contact), Preferred shipping method, Dock at site y/n + hours of op, Customs Broker/Acct#, Classification, Referral. On Invoice: PO#, shipment and delivery dates.
Different businesses have different client data that's important to invoicing. For Xero to provide invoicing to its clients, it must be the repository for certain client-related data. Thus, custom fields are necessary.
Cheryl Schneider
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27 votes
An error occurred while saving the comment Cheryl Schneider
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When clients enclose their Xero-emailed invoice with payment, my toes curl. On printed Xero invoices, our company's info and important invoicing information is truncated by over-abundant white space -- it looks crummy.
I've looked into designing a better template for our clients, but was dissuaded by the fact that with docx files, the Preview function of Invoices wouldn't "show" correctly. Plus, we work in a Mac environment. So no easy access to Word.
I like the solution proposed by Chris. Websites are created with drag-and-drop. Why not Xero invoices? Long live WYSIWYG.
Cheryl Schneider
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101 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Cheryl Schneider
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122 votesCheryl Schneider
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32 votesCheryl Schneider
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US Client here, complying with multiple State Sales Tax filing dates. It'd be great if X captured those dates from our registrations and put those on our Tasks list.
Or, let us add a year's reminders. Better that we add manually, since X still doesn't recognize that "Annual" reporting doesn't necessarily refer to calendar year (1/1-12/31). For instance, our largest state (California) has Annual Sales Tax filings that run 7/1 to 6/30. I'd sleep better w/ a June 30 reminder on Tasks list.