Settings and activity
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3 votes
Is there something about the Invoice Only + Sales user role that doesn't fit what you're after in this, David?
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David Fischer
shared this idea
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540 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
David Fischer
supported this idea
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323 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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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