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  1. Customer statements - Ability to auto email Statements to customers

    1,178 votes

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    343 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

    We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

    If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

    This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

    Please note: When you join, your entire…

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    Jason Williams commented  · 

    Xeros business model is to let other companies spend money on developing add-ons to solve problems like this, and whichever company wins the "race" Xero take a % of their sales.
    Xero therefore save money, take no risks and get paid on the winner anyway.
    No point voting as Xero rarely make substantial software improvements themselves, they outsource development to developers.

    Shopify do the same

  2. Invoice - Show and calculate margins on sales quotes and invoices

    79 votes

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    submitted  ·  27 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Jason Williams supported this idea  · 

  3. Reporting - Automatic generation and emailing of reports

    794 votes

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    303 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

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    Jason Williams commented  · 

    I cannot believe this isn’t a standard feature. Will have to try via Zapier