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  1. Access levels

    3 votes

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    1 comment  ·  For small businesses » Business features  ·  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  · 

  2. Customer Statement - Automated statements for contacts

    503 votes

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    129 comments  ·  For small businesses » Contacts & communication  ·  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…

    David Fischer supported this idea  · 

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

    306 votes

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    27 comments  ·  For small businesses » Business features  ·  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  ·