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← Share and support customer ideas for Xero

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  1. Customer statements - Ability to auto email Statements to customers

    1,089 votes

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    301 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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    David Fischer commented  · 

    Oh yes, please!!!! On the first day of the month, any client with a transaction in the prior month should be emailed a statement.

    David Fischer supported this idea  · 

  2. Access levels

    7 votes

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    1 comment  ·  Users & setup » User permissions  ·  Admin →
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    David Fischer commented  · 

    I did not realize that on the page where you invite users, when you click in a checkbox, that the box expands. It appears that for example, when you click on the Business and accounting box, that the person has access to bills, bank accounts, reports, etc. It is not clear that when you click in the box, that you then have options. Not an ideal user experience!
    https://go.xero.com/app/ABCDE/settings/users/invite

    David Fischer shared this idea  · 

  3. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    344 votes

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    David Fischer supported this idea  ·