Settings and activity
8 results found
-
552 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Gemma Sheed
supported this idea
·
-
96 votes
An error occurred while saving the comment Gemma Sheed
supported this idea
·
-
11 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
·
-
186 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
·
-
283 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
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
·
-
126 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.
-
203 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
·
-
264 votes
So critical!! Manually entering is crazy