Settings and activity

7 results found

1. Contacts: Statements - Allow to be sent to Contact Groups

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   submitted  ·  125 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Natalie Radley supported this idea  ·  07 November, 2024

2. Contacts: SMS reminders for invoices

   66 votes

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   31 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.

   See detail on how sending invoices via SMS works on Xero Central.

   Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.

   Natalie Radley supported this idea  ·  17 October, 2023

3. Contacts - Different default email addresses for different transactions in Xero

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   639 votes

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   submitted  ·  219 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Natalie Radley supported this idea  ·  17 October, 2023

4. Batch payments - Ability to include credit notes

   820 votes

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

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Natalie Radley supported this idea  ·  14 August, 2023

5. Contacts - View recent invoices > report to be filtered by contact

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   7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Natalie Radley supported this idea  ·  14 August, 2023

6. Invoices/Bills - Feature to 'write off' as bad debt

   704 votes

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

   Natalie Radley supported this idea  ·  11 August, 2023

7. Bills - Option to unapprove

   587 votes

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

   Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

   We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

   That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

   Natalie Radley supported this idea  ·  11 August, 2023