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Settings and activity

4 results found

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

    48 votes

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    submitted  ·  22 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Paul Joswig supported this idea  · 

  2. Xero Accounting app - Notification when quote accepted

    11 votes

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    submitted  ·  0 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Paul Joswig supported this idea  · 

  3. Batch payments - Ability to include credit notes

    917 votes

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    182 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

    This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

    We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

    At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…

    Paul Joswig supported this idea  · 

  4. Notifications - Screen to maintain settings for notifications

    15 votes

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    2 comments  ·  Users & setup » Navigation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I know it's some time on since our last update and I wanted to confirm here that at this time we still don't have any plans around for a org wide notifications settings page.

    However, as noted in my last update you can set a reminder for Activity Statement lodgments.

    And a little over a month go we introduced settings within Expenses so you can control the type of notifications you receive when an expenses is submitted, approved and declined. 🙂

    We'll continue to keep considering how we can incorporate more controls for notifications as we continue to develop parts of Xero. I'll share if there are further updates around this here. Thanks

    Paul Joswig shared this idea  ·