Settings and activity
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69 votes
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174 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Tegan Bond
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323 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Tegan Bond
commented
Being able to modify which bank accounts are assigned to users, please. Staff don't always need to see everything a business does. A very big shortfall in versatility on what access can be permitted.
Tegan Bond
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53 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
Tegan Bond
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313 votesTegan Bond
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365 votesTegan Bond
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195 votesTegan Bond
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Totally agree! Or even make this 'bold legal name' field an editable 'business name' field of a business name in the email set up for sending invoices so you can allocate what you wish this to say. Perhaps have a drop down list of the trading names used within the Xero platform to choose from?? in the email template settings.
A custom email or invoice needs to be just that - custom and be able to be customised and currently we no longer have that option. I have been advised my only options are to go back to sending emails manually or change the legal trading name each time I need to send from a specific trading business under the main company. Neither of these scenarios are great.
I did enquire if we can remove this legal trading name html field from our platforms' backend email template however the Xero support were not keen to explore this idea.
The idea for this change was okay but not a lot of thought of consultation was made before it happened. If you take a look now at my emails, I outline to the client 3 times within the new template that they have an invoice due and for how much. It is stated it in the email subject line and the body of the email but now I have a big bold headings at the top of the email which is a bit too much. Kind of like writing in capitals when you want to shout at someone....... not how I like to treat my clients as they are wonderful.