Settings and activity
6 results found
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1 vote
Linda Koutsos
shared this idea
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24 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
An error occurred while saving the comment -
109 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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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Linda Koutsos
supported this idea
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115 votesLinda Koutsos
supported this idea
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4 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.