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Settings and activity

37 results found

  1. Contact - Ability to set e-invoice as a default

    76 votes

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    submitted  ·  35 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Carron Sinclair supported this idea  · 

  2. Contact List - View contact group and last activity date

    36 votes

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    10 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for supporting this idea and helping keep the conversation going! 🙌

    This is now open for votes and comments. If you’ve faced this while managing your contacts, we’d love to hear about your workflow. How would seeing a contact’s group and last-used or last-transaction date help you spot inactive contacts or decide which ones to archive? Any examples or additional thoughts are welcome. Your votes and comments help us gauge community interest and better understand what would make the biggest difference for customers.

    Carron Sinclair supported this idea  · 

  3. Contacts - Bulk Archive option if inactive for an extended time

    67 votes

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    submitted  ·  16 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Carron Sinclair supported this idea  · 

  4. Xero Mail - Add email signature with company logos to sent emails

    30 votes

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    submitted  ·  9 comments  ·  Users & setup » Navigation  ·  Admin →
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    Carron Sinclair supported this idea  · 

  5. Contacts: SMS reminders for invoices

    76 votes

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    35 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your on-going support in this idea.

    We wanted to confirm that sending invoices via SMS is now available in Australia, New Zealand, the UK and the US.

    Sending invoice reminders via SMS isn't in our current roadmap, however we appreciate wanting consistency in sending methods and we're continuing to keep this in mind as we develop our invoice flows in Xero.

    We'll move this idea to Accepted for the time being and be sure to share if there's any developments surrounding this to share with you all here.

    Carron Sinclair supported this idea  · 

  6. Contacts - Add 'invoice description' to Supplier & Customer activity feed

    12 votes

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    submitted  ·  3 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Carron Sinclair supported this idea  · 

  7. Contacts - Allow multiple addresses for a single contact record

    1,467 votes

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    567 comments  ·  Contacts & documents » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Carron Sinclair supported this idea  · 

  8. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    451 votes

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

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

    Carron Sinclair supported this idea  · 

  9. Sales Invoicing - Order acknowledgement

    152 votes

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    78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

    Carron Sinclair supported this idea  · 

  10. Invoices: Receive a notification when customer has viewed invoice or quote

    51 votes

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    submitted  ·  22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Carron Sinclair supported this idea  · 

  11. Quote - Button to Accept from email received

    14 votes

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    1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Carron Sinclair supported this idea  · 

  12. Quotes - Ability to view sent status

    10 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Carron Sinclair supported this idea  · 

  13. Quotes - Ability to archive quotes

    15 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Quoting  ·  Admin →
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    Carron Sinclair supported this idea  · 

  14. Contact - Include contact phone number on invoices and quotes

    18 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Carron Sinclair supported this idea  · 

  15. Contacts - Clickable phone number in contacts

    11 votes

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    submitted  ·  3 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Carron Sinclair supported this idea  · 

  16. Invoice reminders - Option to send copy to self

    62 votes

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    17 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for engaging with us about how we could develop Invoice reminders so you can get more out of using this feature.

    We've begun some research to help develop the future of Invoice reminders. I'd like to share this form where you can sign up to be a part of this.

    Our team may reach out for input in surveys or direct interviews throughout the research, and you feedback would be very valuable in this.

    Carron Sinclair supported this idea  · 

  17. Bank Reconciliation | Add Contact - Enter full details

    6 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Carron Sinclair supported this idea  · 
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