Settings and activity
6 results found
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1 vote
Linda Koutsos
shared this idea
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21 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
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97 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
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164 votes
Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency.
When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊
For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once.
This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all.
Linda Koutsos
supported this idea
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104 votesLinda Koutsos
supported this idea
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3 votes
An error occurred while saving the comment Linda Koutsos
commented
Expanding on that, would like to be able to choose reporting to pay period - not just Monday to Friday as is the default. For example, if the pay period runs from Wednesday to Tuesday, then I want to be able to review/filter the report for that timing - thanks
Linda Koutsos
supported this idea
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I agree - being able to link an email setting to an invoicing branding theme would be great. I have clients with two businesses operating under the one ABN and to be able to issue invoices from one branding theme with an email template that was specific to that businesses name would be great.