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Settings and activity

45 results found

  1. Quotes - Access to contacts and adding details

    51 votes

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    23 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carron Sinclair supported this idea  · 
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    Carron Sinclair commented  · 

    Just like in new invoicing having the pop up to add contact details especially email and phone number when doing a new quote would make it easier and faster to send instead of having to go back and forth between quote and contact and source document for the information

  2. Invoices/Bills - Don't update contact address for existing invoices

    79 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carron Sinclair supported this idea  · 

  3. Contacts - Clickable phone number in contacts

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carron Sinclair supported this idea  · 

  4. Invoice reminders - Option to send copy to self

    51 votes

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    15 comments  ·  For small businesses » Contacts & communication  ·  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  · 

  5. Bank Reconciliation | Add Contact - Enter full details

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Carron Sinclair supported this idea  · 
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