Settings and activity
122 results found
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300 votes
Barbara Mundell
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57 votesBarbara Mundell
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45 votesBarbara Mundell
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77 votesBarbara Mundell
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26 votes
Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme.
This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here
Barbara Mundell
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19 votesBarbara Mundell
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32 votesBarbara Mundell
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246 votes
An error occurred while saving the comment Barbara Mundell
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41 votesBarbara Mundell
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5 votesBarbara Mundell
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26 votesBarbara Mundell
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88 votesBarbara Mundell
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10 votesBarbara Mundell
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8 votesBarbara Mundell
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24 votes
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
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2 votesBarbara Mundell
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91 votesBarbara Mundell
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48 votesBarbara Mundell
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486 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
Barbara Mundell
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137 votes
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
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This is so important for us. We have pricing linked to the exchange rate that needs to be updated monthly.