Settings and activity

4 results found

1. Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes

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   submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Di Ward commented  ·  02 March, 2023  ·  Edit…  ·  delete…

   Could we please see the invoice and contact notes on the aged debtors report and currently weare having to do manual lookups every times we run a new aged debtors which is very time consuming, this should be a standard feature and I epect lots of people would like to see this feature

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   Di Ward supported this idea  ·  23 November, 2022

2. Notifications - Email/notification when items are Awaiting Approval in Xero

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

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore providing more controls for notifications in the future this isn't in the short term roadmap. We'll continue to stay attuned to votes for this here, and will post an update if anything changes.

   Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

   You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

   We want to be upfront that while we'd like to explore… more

   Di Ward supported this idea  ·  23 November, 2022

3. Sales Invoices- Flag as 'in dispute / query'

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   submitted  ·  144 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Di Ward supported this idea  ·  23 November, 2022

4. Contacts - Different default email addresses for different transactions in Xero

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   262 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll update you if anything changes. Thanks

   Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.

   Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.

   While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.

   Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on. 

   We do regularly review all ideas here, and your input is vital. We'll… more

   Di Ward supported this idea  ·  23 September, 2022
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   Di Ward commented  ·  23 September, 2022  ·  Edit…  ·  delete…

   To be able to link difference email addresses for difference tasks, for example have an email address to send Customer sales invoices only and another email address to send customer statements and reminders only as a lot of companies have different email addresses for specific items.

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