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

    100 votes

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    31 comments  ·  Users & setup » Navigation  ·  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  · 

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

    1,090 votes

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    301 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Eric Tay supported this idea  ·