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  1. User Role - Invoice Only + View Reports

    168 votes

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    80 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.

    How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:

    • Part 1: answer questions about the current report grouping
    • Part 2: explores a new grouping and role-based report access

    👉If you're interested, please use this link to get started.

    We greatly appreciate your ongoing support & valuable input for the reporting team!

    (If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)

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    Stuart Gow commented  · 

    Be good if they could see AR reports for customers

    Stuart Gow supported this idea  · 

  2. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    427 votes

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    158 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.

    Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.

    We’ll be sure to update you all again when we are able to look into this deeper. Thanks

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    Stuart Gow commented  · 

    This would be super. Right now you need to do a load of clicks to do this...
    1. Okay the reconcile
    2. Go to acct tranactions
    3. Open tranaction
    4. Drop down
    5. Email reciept
    PHEW!

    Stuart Gow supported this idea  · 

  3. Invoicing - Remove 'Powered by Xero' in Footer of emails

    109 votes

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    158 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster. 

    That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.

    Stuart Gow supported this idea  · 

  4. Xero Accounting app - Ability to send purchase orders

    66 votes

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    submitted  ·  34 comments  ·  For small businesses » Business features  ·  Admin →
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    Stuart Gow commented  · 

    Seriously need ability to email purchase order from mobile app

    Stuart Gow supported this idea  ·