Settings and activity
6 results found
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5 votes
Hi Adam, understand that there can be confusion for a customer if it is their first time making use of the link and not already having a Xero account.
The need for the user to create a Xero login to access and view their outstanding invoices with you if for yours and their security in the information that can be viewed.
Appreciate you may like a simpler sign up process for them and I have slightly adjusted the title of your idea here for this. It's not something we have intentions of developing at this time, but we will get a sense of the wider interest from your idea here.
Lara Laxo
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4 votes
An error occurred while saving the comment Lara Laxo
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It is necessary to see sales revenue by item month over month.
Lara Laxo
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6 votesLara Laxo
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1 vote
Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.
Lara Laxo
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79 votes
Thanks for your input and letting us know how useful being able to show formula rows as %'s would be when reporting from Xero.
This is something our team have plans to pick up work for soon and for now we'll move to Under review, I'll return to share as this moves along 😊
Lara Laxo
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94 votesLara Laxo
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Requiring a log in is reasonable, but after creating a password, the next screen prompts to "Add your business" and the only choices shown are to "Buy now" or "Start trial". Perhaps having a third option for "not now, return to invoices" would be a solution.