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5 results found

  1. Contacts: Pin a note on client profile

    15 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

    14 votes

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    3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.

    I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.

    While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.

    Amy Clavey shared this idea  · 

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

    23 votes

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    10 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

    50 votes

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    submitted  ·  24 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

    16 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Amy Clavey supported this idea  ·