Settings and activity

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1. Bills - Ability to allow multiple levels of approval for bills

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   submitted  ·  56 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Neil Cameron supported this idea  ·  05 April, 2025

2. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Neil Cameron supported this idea  ·  16 March, 2024

3. Bills - Resize the PDF doc preview

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   submitted  ·  10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Neil Cameron commented  ·  07 March, 2024  ·  Edit…  ·  delete…

   This is probably my biggest frustration with Xero, would prefer it to either open in a new screen or on the left hand side like it does at certain points.

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   Neil Cameron supported this idea  ·  07 March, 2024

4. Customer Statement - Automated statements for contacts

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   140 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

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   Neil Cameron commented  ·  08 February, 2024  ·  Edit…  ·  delete…

   Being able to send customer statements automatically to all customers at month end would be so much more efficient and don't think we should have to pay for an add on for this. This is a basic month end process that I would expect from any system.

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   Neil Cameron supported this idea  ·  08 February, 2024