Settings and activity
8 results found
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648 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Gemma Sheed
supported this idea
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105 votes
An error occurred while saving the comment Gemma Sheed
supported this idea
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16 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
An error occurred while saving the comment Gemma Sheed
commented
This would be so helpful - once a client has decided reminders should be sent, this should relate to all prior invoices also.
Gemma Sheed
supported this idea
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207 votes
An error occurred while saving the comment Gemma Sheed
commented
This is crucial! Our clients and their customers are screaming out for this
Gemma Sheed
supported this idea
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306 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
An error occurred while saving the comment Gemma Sheed
commented
This is crucial! All the effort spent customizing invoices and statements and then the remittance doesn’t even match; very unprofessional looking
Gemma Sheed
supported this idea
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132 votes
An error occurred while saving the comment Gemma Sheed
commented
This is critical, absolutly pointless in uploading a template file if you then have to manually go through and add them to a group.
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214 votes
An error occurred while saving the comment Gemma Sheed
commented
Absolutly ridiculous to have to reupload a file that is already attached in the bills function.....
Gemma Sheed
supported this idea
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280 votes
So critical!! Manually entering is crazy