Settings and activity

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1. Reports - Chart of Accounts lines that make up the figures in the year-end accounts.

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   0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Malcolm, returning to your idea here it would be good to get more understanding if there are specific figures or reports your customers are asking about or you'd want to track the make up of?

   Atm it's possible to edit the layout of the Profit & Loss of Balance sheet reports to either show a total of grouped accounts or have these all listed amounts that show the individual accounts within each section.

   Malcolm Veall shared this idea  ·  20 May, 2023

2. Customer Statements - Add a Pay Now link

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   137 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to confirm when we're opening the release wider.

   Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

   As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

   If you'd be interested in being a part of our early release, please fill out this form.✍️

   While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to… more

   Malcolm Veall supported this idea  ·  04 September, 2022