Settings and activity

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1. Customer Statement - Automated statements for contacts

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   115 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress. 

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's… more

   Jillian Stewart supported this idea  ·  12 August, 2023

2. Reporting - Add Client's logo

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   submitted  ·  41 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jillian Stewart commented  ·  23 March, 2023  ·  Edit…  ·  delete…

   I create a lot of in house reporting for my Xero companies and do not have Practice Manager/Xero HQ accounts.

   It is incredibly important for my reporting to have this available in the PDF publishing of the management reports, instead of being told to export to Xero and add the logo in this way. Is there a reason this isn't available to the Business edition of Xero?

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   Jillian Stewart supported this idea  ·  23 March, 2023