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← Share and support customer ideas for Xero

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4 results found

  1. Clients - Ability to set an email for a specific purpose

    82 votes

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    19 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.

    It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!

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    Tracey Macdonald commented  · 

    We would also support and use this functionality as many of our clients have different email addresses for receiving quotes, invoices and statements.

    Tracey Macdonald supported this idea  · 

  2. Xero Files - Drag & drop file to Folder

    27 votes

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    16 comments  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Tracey Macdonald supported this idea  · 

  3. Repeating Invoices: Pause and resume repeating invoices

    46 votes

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    submitted  ·  17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Macdonald commented  · 

    Just tried to pause a repeating invoice as I expected this to be a standard feature of Xero. Disappointed it has not yet been included in Xero. Please add this to the next update.

  4. Bills - Filter awaiting payment bills without a planned payment date

    55 votes

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    15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

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    Tracey Macdonald commented  · 

    We process several thousand bills every month. As we do not pay our subcontractors until our client pays us, we are constantly adding to our planned/scheduled lists for every subcontractor. It would be great to be able to eliminate from the search for bills anything that has already been scheduled for payment.

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    Tracey Macdonald commented  · 

    Exception search capability - eg searching for invoices or bills that are not scheduled for payment.

    Tracey Macdonald supported this idea  ·