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← Share and support customer ideas for Xero

Settings and activity

123 results found

  1. Sales Invoice - Include files attached to an invoice when sending

    264 votes

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    submitted  ·  37 comments  ·  For small businesses » Business features  ·  Admin →
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    Barbara Mundell supported this idea  · 

  2. Hubdoc - Auto-rotate documents

    53 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Mundell supported this idea  · 

  3. Hubdoc - Integrate with inventory & tracked items

    33 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Barbara Mundell supported this idea  · 

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

    67 votes

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    submitted  ·  8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  5. Contacts - Ability to set a default email template

    21 votes

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    8 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  6. Contact - View Repeating Invoice details on Contact record

    17 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  7. Repeating invoices - File attached to generated invoice/bill

    24 votes

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    6 comments  ·  For small businesses » Business features  ·  Admin →
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    Barbara Mundell supported this idea  · 

  8. Invoices: Repeating Invoices - Bulk Import/Export

    190 votes

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    submitted  ·  81 comments  ·  For small businesses » Business features  ·  Admin →
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    Barbara Mundell commented  · 

    This is so important for us. We have pricing linked to the exchange rate that needs to be updated monthly.

    Barbara Mundell supported this idea  · 

  9. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

    37 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  10. User Role: Invoice Only - Ability to see statement of the supplier account

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  11. User Permission - Separate approver roles for both Invoices and Bills

    19 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  12. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    82 votes

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    submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  13. User roles: Restrict access to Invoice Settings

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  14. User Roles - Purchases Only access to Age Analysis

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  15. User Roles: Restrict access to manual journals

    19 votes

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    6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminJonathan Harper (Admin, Xero) responded

    Hi Margaret, thanks for raising your idea here.


    Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


    Does that change your idea here at all?

    Barbara Mundell supported this idea  · 

  16. User Roles - Overdue invoice only role

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Barbara Mundell supported this idea  · 

  17. Permissions | Contacts - Private or limited access to certain contacts

    63 votes

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    submitted  ·  16 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  18. Quotes - Access to contacts and adding details

    37 votes

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    14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  19. Customer Statement - Automated statements for contacts

    339 votes

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    submitted  ·  84 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Barbara Mundell supported this idea  · 

  20. Contacts - Auto generate Account Number for a New Contact

    109 votes

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    28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    Barbara Mundell supported this idea  · 
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