Settings and activity

3 results found

1. XPM - Add multiple email addresses for client

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   submitted  ·  24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Tina Small supported this idea  ·  10 May, 2023

2. Sales Invoicing - Order acknowledgement

   54 votes

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   20 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

   In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

   You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

   Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

   Tina Small supported this idea  ·  10 May, 2023
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   Tina Small commented  ·  10 May, 2023  ·  Edit…  ·  delete…

   Really would be very useful to have an order Acknowledgement facility attached to the quotation feature.

   Save Submitting...

3. Bills - Flag a Bill as 'in dispute / query'

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   223 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Tina Small supported this idea  ·  10 May, 2023