Skip to content
← Share and support customer ideas for Xero

Settings and activity

7 results found

  1. Tracking - Ability to import categories

    96 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Gemma Sheed commented  · 

    So critical!! Manually entering is crazy

    Gemma Sheed supported this idea  · 

  2. Invoice Reminders - Ability to send manually

    11 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Remittance Advice - Show all credit notes and invoices

    185 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  82 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  · 

  4. Branding - Custom DOCX template for Remittance Advices

    281 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    127 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    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  · 

  5. Contacts - Import with contact Group

    126 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  50 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

  6. Billable Expenses - Files to copy through to the Sales Invoice

    201 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  117 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  · 

  7. Invoices: Repeating Invoices - Bulk Import/Export

    263 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close