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  1. Email templates - Ability to send statements using different email templates

    6 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, thanks for sharing this idea.

    For those who aren't aware, within the Email Settings it is possible to create a number of different templates to reflect the wording you'd like to use, depending on the age of the debt. The Add email templates support article has detailed steps on how to do this 😊

    As mentioned, Smart Lists are a great way to filter your customers and can be used as a tool to identify the customers who should receive their statement with each template.

    However as you have found, it is currently not possible to send statements directly to the customers from the Smart List. We understand this is the main ask of this idea, so we'll continue to monitor the suggestion to get a clearer understanding of users that'd like to see this developed.

    Aubry Loubser supported this idea  · 

  2. Notification | Send to REPLY TO email when quote accepted

    149 votes

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    submitted  ·  49 comments  ·  For small businesses » Business features  ·  Admin →
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    Aubry Loubser supported this idea  · 

  3. Organisation Settings - Ability to set colour of organisation

    214 votes

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    submitted  ·  57 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Aubry Loubser supported this idea  · 

  4. Email Settings - Ability to have separate reply-to email address

    302 votes

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    submitted  ·  67 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Aubry Loubser supported this idea  · 

  5. Bank Reconciliation - Show more statement lines per page

    966 votes

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    115 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉

    We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter  

    Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.

    We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.

    This…

    Aubry Loubser supported this idea  ·