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12 results found

  1. Contact - Ability to set e-invoice as a default

    34 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    BB&S Admin supported this idea  · 

  2. E-invoice - New e-invoice notification

    27 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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  3. Contact - Indicate if customer receives e invoicing

    11 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. E-Invoicing - Notification when bills have been created

    16 votes

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    3 comments  ·  For small businesses » Business features  ·  Admin →
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    BB&S Admin commented  · 

    We are currently testing e-invoicing for clients who do not want to receive an email for each invoice which is great. But they do need some notification that there are draft bills to pay - maybe in Xero HQ?

    BB&S Admin supported this idea  · 

  5. e-invoicing - Support for bulk sending

    4 votes

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    BB&S Admin supported this idea  · 

  6. E-Invoicing - Setting the e-invoicing toggle button as default.

    25 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    BB&S Admin commented  · 

    The e-invoice setting needs to be at a client level - it is inefficient and impractical to have to remember which clients have e-invoicing set up and toggle on each invoice.

    Also the e-invoices need to be manually marked as sent.

    BB&S Admin supported this idea  · 

  7. eInvoicing: Support for repeating eInvoices

    93 votes

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    submitted  ·  27 comments  ·  For small businesses » Accounting features  ·  Admin →
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  8. Invoice Email - Ability to edit "Review and pay" banner

    14 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    BB&S Admin commented  · 

    We do not use payments services so this is misleading and frustrating for our clients.

    BB&S Admin supported this idea  · 

  9. Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions

    15 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    BB&S Admin commented  · 

    This is annoying quirk as we are stuck with an old expired trial subscription showing on our list under a Xero subscriber we cannot access.

    BB&S Admin supported this idea  · 

  10. User Permissions - History recorded of role changes and ability to add description

    47 votes

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    submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    BB&S Admin supported this idea  · 
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    BB&S Admin commented  · 

    Agree - we had an issue today where all our administrators had their access to the practice's Xero account upgraded from expense submitter only to full advisor access.Obviously this is a huge confidentiality risk and we have no idea how it happened or how to prevent it happening again.

  11. Xero HQ | Reporting - Bank feeds per client

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    BB&S Admin commented  · 

    There is a new bank product that I want to make our clients aware of. The custom column view in Xero HQ Clients includes the option of Connected Banks but when the client list is exported the bank only shows if there is a bank feed deprecation date.

    It would be really helpful if the Connected Bank details could be included in the export.

    BB&S Admin supported this idea  · 

  12. Xero HQ - Search for archived clients

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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