Settings and activity

3 results found

1. New Invoicing - Option to edit 'Attention' field in customer address

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   24 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.

   We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.

   We'll keep you up to date with progress of this through the idea here.

   Mollie Davies supported this idea  ·  25 July, 2023

2. Bills - Flag a Bill as 'in dispute / query'

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

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Mollie Davies supported this idea  ·  25 July, 2023

3. Contact Record - Add Description column to Activity page

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   submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Mollie Davies supported this idea  ·  08 July, 2023
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   Mollie Davies commented  ·  08 July, 2023  ·  Edit…  ·  delete…

   Would you be able to have visible the first line of an invoice showing on the awaiting invoice page on a customers section as most of our customers done give us order numbers so to find an invoice I am having to click through all the invoices to find the right one. by showing the first line would give an indication of what the job was. I have attached a photo so you can see. Maybe it could be Number/Ref then description?

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