Settings and activity
122 results found
-
63 votes
Barbara Mundell
supported this idea
·
-
53 votesBarbara Mundell
supported this idea
·
-
89 votesBarbara Mundell
supported this idea
·
-
29 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
supported this idea
·
-
22 votesBarbara Mundell
supported this idea
·
-
42 votesBarbara Mundell
supported this idea
·
-
279 votes
An error occurred while saving the comment Barbara Mundell
supported this idea
·
-
47 votesBarbara Mundell
supported this idea
·
-
5 votesBarbara Mundell
supported this idea
·
-
28 votesBarbara Mundell
supported this idea
·
-
92 votesBarbara Mundell
supported this idea
·
-
37 votesBarbara Mundell
supported this idea
·
-
312 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Barbara Mundell
supported this idea
·
-
25 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
supported this idea
·
-
2 votesBarbara Mundell
supported this idea
·
-
122 votesBarbara Mundell
supported this idea
·
-
54 votesBarbara Mundell
supported this idea
·
-
567 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
Barbara Mundell
supported this idea
·
-
443 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Barbara Mundell
commented
Xero, most of our clients need this standard on their statements. I have clients who's default payment terms is 30 days from statement, so their clients require the age analysis on their statements. This is the only reason they will not move to Xero, please relook at your decision.
Barbara Mundell
supported this idea
·
-
155 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
Barbara Mundell
supported this idea
·
This is so important for us. We have pricing linked to the exchange rate that needs to be updated monthly.