Settings and activity

26 results found

1. Inventory: Photos for inventory items

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   submitted  ·  51 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Andrew Smith supported this idea  ·  27 January, 2023

2. Contacts - Option to turn off debtors statements

   36 votes

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

   Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 

   
   

   While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

   From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

   • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
   Andrew Smith supported this idea  ·  27 January, 2023

3. Customer statements - Export to Excel

   193 votes

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   submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Andrew Smith supported this idea  ·  27 January, 2023

4. Files - Automatically include specific file attachments when sending from Xero

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   submitted  ·  72 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Andrew Smith supported this idea  ·  27 January, 2023

5. Customer Statement - Send an overdue invoice statement

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   submitted  ·  48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Andrew Smith supported this idea  ·  27 January, 2023

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

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   305 votes

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   48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser settings at which point the next invoice will revert to this option being deselected.

   We want to transparent with you here that we don't have intentions of changing behaviour of how the send modal works in the near term.

   Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

   As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

   To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

   A caveat to this is when you are working in incognito mode, or refresh your browser… more

   Andrew Smith supported this idea  ·  27 January, 2023