Settings and activity
6 results found
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252 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Dana Dopleach
supported this idea
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9 votes
Hi Marcia thanks for raising this here, we can understand how including the contact ID would be a great addition to the export feature in Contacts.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Dana Dopleach
supported this idea
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An error occurred while saving the comment -
21 votes
Hi team, we appreciate the interest in being able to change the reply to email when sending an invoice. This isn't something we have in our plans atm, but our product team are aware of this idea and we will continue to gain interest from our community for this here.
Just to confirm currently within invoicing you'll be able to see the current reply to email from the preview of the invoice on the right hand side. If you'd like to change this before sending you'll need to hop across to the Email Settings. Thanks
Dana Dopleach
supported this idea
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35 votes
Hi everyone, we appreciate wanting to help Xero identify and raise issues asap. While we may consider changes to this overtime, to be upfront there are no immediate plans for changing the current method to raise these sort of issues with us. There are a number of troubleshooting steps our specialists will work through with a customer to rule out external factors that could be impacting your experience with Xero, and they'll get the right detail to investigate, triage and escalate if the cause does appear to stem from within the product.
One area we know customers can commonly run into trouble with is bank feeds, and we do have work going on atm to enable customers to send us an alert if they are experiencing trouble with a bank accounts feed from within their organisation. You can stay up to date with progress for this, on this idea.
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An error occurred while saving the comment Dana Dopleach
commented
I had a line item not come through in one of our accounts for the first time in all the many years and multiple accounts that we have. It feels like it may be important to report this sort of anomoly as it may be part of a rare pattern that would stop it from ever happening again, or to anyone else. But as you say here, there is no place to report such a bug's occurance. There is a helpl file on how to create a fake statement line to correct the issue (so it's happened others before !) but nothing to report that it happened so the developers can look at cases that occur to stop them from happening in the first place. Seems like a missed developer opportunity. How are you supposed to make a more stable platform if you don't have the data to know when instability occurs?
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86 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
An error occurred while saving the comment Dana Dopleach
commented
All of the duplicate bills highlighted have been recurring invoices. Adding the ability to turn this off for those suppliers could make it a more useful function as it may actually highlight an issue at some point in the future.
The Leave Feedback button doesn't link to anything on the "Thankyou" page.
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223 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Dana Dopleach
commented
We manage the distribution & invoicing for one of our clients under their brand and can't have our personal brand showing on their invoices. This is a major issue.
Dana Dopleach
supported this idea
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We also were surprised to see that this isn't an option to export as it's required for importing invoices through the API. We are setting up a newly migrated set of accounts and are dreading the manual URL method of copy/paste to transfer all of these codes into our operations database to automate contact creation and invoicing.