Settings and activity
4 results found
-
26 votes
Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.
Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.
Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed
Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks
An error occurred while saving the comment 
Sue Brant
supported this idea
·
-
1,113 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Sue Brant
commented
This fundamental request has to be added to your development scope now. I am new to Xero and would not have selected this product had I understood this missing functionality.
Where can we find the features you are working on?
Sue Brant
supported this idea
·
-
258 votes
Hi team, I’m back again as the ability to accept deposits with Stripe has been released to the majority of regions (UK, US, NZ, AU SG, and CA) with sights set to get this to 100% asap.
Additionally to the feature we first rolled out, we've now added a due date field that allows you to set a specific date you expect payment of the deposit to be received and will be visible when sent to your customer.
Thanks again for your involvement in the idea here and helping us evolve Xero to better suit the needs of our customers.
An error occurred while saving the comment Sue Brant
commented
This is required!!! I am new to Xero and just figured out this is an issue. Is the problem with Xero or Stripe? I need to know which product to replace.
Sue Brant
supported this idea
·
-
90 votes
Hi community, thanks for your engagement and explaining here how grouping products and services would help make managing products and services in your business easier.
We're currently working on product categories that'll let you create and assign categories to products or services individually or in bulk.
You'll be able to show the category column and filter by categories from the products and services list page, include these in import and exports and ben able to group and filter by categories in some inventory reports. 🥳
I'll round back to share when this feature starts rolling out!
Sue Brant
supported this idea
·
Please at least pull the note from Contact Details and display it in the header in the top of the Contacts page so it can be seen regardless of the tab the user is on. We need it to catch attention and not be something we have to go look for. I apologize if this should be a new request. I am just trying to get a note that stands out.