Settings and activity
8 results found
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726 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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116 votes
An error occurred while saving the comment Gemma Sheed
supported this idea
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30 votes
Hi team, we appreciate the continued support in this idea and added detail of the needs here.
Being transparent enabling the ability to manually send invoice reminders is not in our teams roadmap.
As noted in our last update in lieu of this feature an option is setting up a custom email template and manually sending invoices in bulk from the invoice list.
A new feature which we are in the process of releasing may also help some here - Payment follows ups powered by JAX is beginning to roll out to users. This will build out a customised plan for chasing invoices for Contacts you turn it on for. You'll also have the ability to pause or stop follow ups for contacts at any time.
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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231 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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332 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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142 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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243 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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294 votes
Hi community, we appreciate your feedback here. We understand how valuable bulk actions would be for updating and processing repeating invoices, especially when you're managing changes at scale.
While this work isn’t currently roadmapped, we recognise this as a gap and it’s on our team’s radar as we look at the future of repeating invoices. If there’s any news or progress to share, we’ll be sure to update this idea.
So critical!! Manually entering is crazy