Settings and activity

3 results found

1. Xero Product Ideas - Showing a greater Interest in these ideas

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   25 comments  ·  Security & support » Security  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

   We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

   We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

   We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

   Our aim is to give a clearer view of what’s happening with each idea and where we’re focusing our efforts. Where possible we'll let you know why an idea may not be in our pipeline, however sometimes this does come down to a matter of prioritsation and just not being able to develop all things at once.

   Internally Product Ideas is getting more attention than ever from our product teams and leadership.

   The feedback we receive from all our community here is extremely valuable to all our teams as we continue to evolve our products and features.

   Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.

   We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.

   We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.

   We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.

   Our aim is to give a clearer… more

   Tracey Whitelaw supported this idea  ·  12 September, 2023

2. Customer statements - Ability to auto email Statements to customers

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   343 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

   Tracey Whitelaw supported this idea  ·  12 September, 2023

3. Contacts - Allow multiple addresses for a single contact record

   1,473 votes

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   573 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

   As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

   We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

   We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

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   Tracey Whitelaw commented  ·  14 July, 2023  ·  Edit…  ·  delete…

   As a work around we set up our client with fourteen different delivery addresses for the fourteen different branches that we supply - they are now asking us to send them one statement. Really, really need this to happen ...

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