Settings and activity

17 results found

1. Just Ask Xero(JAX) - Ability to turn off (after it goes live)

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   30 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can dismiss it in the same way, after which you won't be prompted to try JAX again.

   If you've already sent JAX a message and would like to opt-out of the beta you can do so by clicking the 'More features' button in JAX where you'll see an option to 'Opt-out'.

   Hi everyone, we appreciate your engagement with us about Just Ask Xero(JAX) and concerns shared on the data this model uses.

   To confirm the LLMs are not trained using any Xero data. The AI behind JAX uses LLMs available from commercial vendors like Microsoft, Google and Amazon, (we have commercial agreements that prevent them from training their models with our customers data), as well as proprietary technology, JAX Assure, that works in concert to support accuracy and security.

   JAX is currently in beta - Once your organisation is invited to opt-in to the beta, you can trigger the opt-in buy sending JAX a message in the pop-up window of your dashboard.

   However, if you’re not interested in using JAX, don’t send a message, and the assistant won’t be activated. You can also dismiss the pop-up using the 'x' in the top right corner. You'll be prompted once more and can… more

   Zack Lovatt supported this idea  ·  19 March, 2025

2. Branding - Merge field for invoice tax total on DOCX Statement templates

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   submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

3. Invoice Branding - More Customisation and font options

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   submitted  ·  17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

4. Invoicing - DOCX merge field for Payment Currency on Paid invoices

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   submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

5. Branding - Links to Invoices from custom DOCX Statements

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   submitted  ·  15 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

6. Invoice Branding - Increase limit from 15 Custom DOCX themes

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   submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

7. Branding - Custom DOCX template for Remittance Advices

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   submitted  ·  114 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

8. Invoice theme - DocX For Receipt, Del Note and Remittance.

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   submitted  ·  20 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Zack Lovatt supported this idea  ·  09 May, 2024

9. Branding - Enable SKIPIF function in advanced DOCX templates

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   0 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Zack Lovatt supported this idea  ·  09 May, 2024

10. Invoices - Unapprove option

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    submitted  ·  159 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Zack Lovatt supported this idea  ·  21 March, 2024

11. New Invoicing - Remember default settings

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    30 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

    Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

    Zack Lovatt supported this idea  ·  21 March, 2024

12. New Invoicing - Option to switch Autosave off

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    submitted  ·  182 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Zack Lovatt supported this idea  ·  21 March, 2024

13. Sales Invoicing - Automate 'send me a copy' on invoices

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    submitted  ·  70 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Zack Lovatt supported this idea  ·  21 March, 2024

14. Multi-currency - Remove currency

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Zack Lovatt commented  ·  12 March, 2024  ·  Edit…  ·  delete…

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    Zack Lovatt supported this idea  ·  12 March, 2024

15. Smart Lists - Add "Country" filtering option

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Zack Lovatt shared this idea  ·  05 January, 2024

16. Organisation Settings - Copy an existing company to create a new one in Xero

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    submitted  ·  9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Zack Lovatt supported this idea  ·  05 January, 2024

17. Contacts - Search/autocomplete for international addresses

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    Zack Lovatt shared this idea  ·  05 January, 2024