Settings and activity
3 results found
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1,177 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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David Fischer
supported this idea
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14 votes
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
An error occurred while saving the comment 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/inviteDavid Fischer
shared this idea
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389 votes
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
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Oh yes, please!!!! On the first day of the month, any client with a transaction in the prior month should be emailed a statement.