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  1. Invoice Reminders - Set up for a Contact group

    40 votes

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    16 comments  ·  Contacts & files » Contact  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

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    Gavin Ander commented  · 

    Kelly Munro
    We are we at with this?
    It is very frustrating when we think there might be an improvement to invoice Reminders by putting thingsd as they were...
    See https://www.youtube.com/watch?v=-Q2_5IqJz3E

    But we have only heard "crickets chirping" since the last response some 10 months ago.

    Please give us expectant users an update.

    Gavin Ander supported this idea  · 

  2. User Role - Allow users access to specific reports

    312 votes

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    146 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.

    Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉 If you're interested, please go through the link here.

    Thanks again for your support and contributions to developing a solution that works best for majority of our customers!

    (Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

    Gavin Ander supported this idea  ·