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5 results found

  1. Contacts: Pin a note on client profile

    14 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Amy Clavey shared this idea  · 

  2. Sales invoices - Download all invoices

    13 votes

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    2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in? 

    Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here

    Amy Clavey shared this idea  · 

  3. Sales Invoice - Bulk Download of PDFs in separate files

    18 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works. 

    It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do? 

    Amy Clavey supported this idea  · 

  4. Xero Blue | Global Search - By Contact account number

    46 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Amy Clavey commented  · 

    Ability to search by account number on dashboard for clients and invoices.

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    Amy Clavey commented  · 

    Agreed! Would be extremely helpful, not sure why this isnt already an option!

    Amy Clavey supported this idea  · 

  5. Invoice - Ability to search invoices using account number

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Amy Clavey supported this idea  ·