Settings and activity

10 results found

1. Notification | Send to REPLY TO email when quote accepted

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Genevre Becker supported this idea  ·  11 November, 2022

2. Customer Statement - Send an overdue invoice statement

   246 votes

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   submitted  ·  12 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Genevre Becker supported this idea  ·  11 November, 2022

3. Bills - Pay Bill electronically from within Xero

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   46 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

   In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

   Genevre Becker supported this idea  ·  11 November, 2022

4. Quote - Ability to have quote reminder

   404 votes

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   116 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

   Genevre Becker supported this idea  ·  11 November, 2022

5. Invoices/Bills - Don't update contact address for existing invoices

   67 votes

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   submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Genevre Becker supported this idea  ·  11 November, 2022

6. Contacts - Ability to copy a contact

   26 votes

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   4 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Genevre Becker supported this idea  ·  11 November, 2022

7. Quotes - Access to contacts and adding details

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   14 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Genevre Becker supported this idea  ·  11 November, 2022

8. Contacts - Add IBAN in account number and Swift in Routing number

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   65 votes

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   19 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact. 

   
   

   Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors. 

   
   

   Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.

   
   

   We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here. 

   Genevre Becker supported this idea  ·  11 November, 2022

9. Contacts - Allow multiple addresses for a single contact record

   968 votes

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Genevre Becker supported this idea  ·  11 November, 2022

10. Organisation Settings: Email Templates - Add a default CC email address

    50 votes

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    11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Genevre Becker supported this idea  ·  11 November, 2022
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    Genevre Becker commented  ·  11 November, 2022  ·  Edit…  ·  delete…

    Hi,
    Currently when a client approves a Quote, the Xero confirmation email goes through to just one of our email addresses.

    I am wondering whether I can add another receiver from our organisation, so that another manager is receiving the same information?

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