Settings and activity

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1. Navigation - Ability to open multiple Xero organisations on different tabs

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   33 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for the engagement in this idea overtime. Being transparent, we don't have any plans for enabling the ability to work across multiple organisations at a time.

   Allowing multiple organisations to be open in one browser session creates risk of entering data for one organisation in another that'd create a permanent audit trail in the wrong place.

   However, as shared by some here there are workarounds;

   • You can use separate web browsers or incognito windows for each organisation, or
   • Create multiple profiles within a browser like Chrome.

   Both these options provide safer process for accessing different organisations at once.

   If we make any plans to revisit this in the future we'll update this idea to share with you all here.

   Eric Tay supported this idea  ·  16 January, 2024

2. Customer statements - Ability to auto email Statements to customers

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   342 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

   Eric Tay supported this idea  ·  20 September, 2022