Settings and activity
28 results found
-
746 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Vijayan Ramamoorthy
supported this idea
·
-
63 votes
An error occurred while saving the comment Vijayan Ramamoorthy
supported this idea
·
-
335 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Vijayan Ramamoorthy
commented
This function is critical for any business. So, please consider and implement ASAP. thanks.
An error occurred while saving the comment Vijayan Ramamoorthy
commented
Any update on this please?
Vijayan Ramamoorthy
supported this idea
·
-
1,386 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Vijayan Ramamoorthy
commented
Any update please?
Vijayan Ramamoorthy
supported this idea
·
-
135 votesVijayan Ramamoorthy
supported this idea
·
-
532 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Vijayan Ramamoorthy
supported this idea
·
-
997 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Vijayan Ramamoorthy
supported this idea
·
-
39 votesVijayan Ramamoorthy
shared this idea
·
We need a separate Sales Order function. Most of the cases, we can't use the Quotes as Sales Order as we can't receive all items from customer's order we quoted in Quotes, and another scenario is we are receiving repeated order from customer for the single Quote we provided to them. To make the flow smoother, it would be great if you add a separate Sales Order Function in Xero.
Most of the time, the flow would be Quote -> Sales Order ->Purchase Order -> Bill -> Invoice
In the current Xero software, Sales Order Function is missing.