Settings and activity
169 results found
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36 votes
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2 votes
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5 votes
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32 votes
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16 votes
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8 votes
Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
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54 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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23 votes
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5 votes
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12 votes
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14 votes
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18 votes
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106 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
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39 votes
It’s interesting to hear the different ways our users invoice and we appreciate you sharing how we could improve the flow of entry for you here. Being open this isn’t something we have plans for right now, however as our team plan further developments within invoicing, we’d like to engage you all here. To help our product teams get a better understanding of our invoicing users for future improvements, we’ve put a survey together and would love to hear your feedback through this.
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4 votes
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428 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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8 votes
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14 votes
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5 votes
We appreciate the idea here, and will continue to track the interest in this. However, at this time we don't have plans for developing the ability to create a batch deposit / make a deposit from the blue navigational header, or the Dashboard in Xero.
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15 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
