Settings and activity

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1. Customer Statement - Automated statements for contacts

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   114 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

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   v massam commented  ·  27 January, 2024  ·  Edit…  ·  delete…

   this would be super convenient, it would be great not to have to pay extra for this through a third party app!

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2. User Role - Restrict access to specific Tracking categories

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   v massam supported this idea  ·  23 November, 2023