Settings and activity
5 results found
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296 votes
Angela Forman
supported this idea
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88 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Angela Forman
supported this idea
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302 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Angela Forman
supported this idea
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738 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Angela Forman
supported this idea
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66 votes
An error occurred while saving the comment Angela Forman
commented
I have had a customer pay us three times for the same invoice! presumably due to misreading their statement and thinking they owed us, rather than that a credit amount was showing.
It would be so much easier if you could email an overpayment, this would:
1. Let the customer know they have overpaid and the amount
2. Advise that you have received a payment.
3. Be less work for ourselvesCurrently have to screen snip, attach to an email, explain the situation etc. etc. It really becomes a nuisance if someone overpays.
Related - it would be fantastic if you could email a receipt which showed the total amount received and where it has been allocated. E.g. part to an invoice and part to an overpayment.
Angela Forman
supported this idea
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Need the ability to store position as well as phone number.
Our current work around is to enter phone number after the first name and their position after the last name.
Example:
First Name: Joe 025 555 5555
Last Name: Blogs (Accounts)