Settings and activity
4 results found
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147 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
An error occurred while saving the comment An error occurred while saving the comment Susan Hays commented
I'd really like an option to remove the clickable invoice links from customer statements.
Right now, when I send a statement from Xero, the invoice numbers are clickable, and clients can open them directly. This doesn’t work well for how we manage our accounts receivable, and I don’t want clients to be able to access the invoices that way.
It would be great if we could turn off those links or have more control over the layout of the statements — similar to how invoice templates work.
Susan Hays supported this idea ·
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34 votes
An error occurred while saving the comment Susan Hays commented
Clients frequently put very vague descriptions when reconciling their transactions. The ability to add a column showing the bank narration would save so much time.
Susan Hays supported this idea ·
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27 votes
Susan Hays supported this idea ·
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182 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
Susan Hays supported this idea ·
The custom branding theme link you posted doesn’t work. I understand that Xero doesn’t allow any customization of statements at all.
I now have to print each one to a PDF program, manually remove all the hyperlinks, and then send it to the client. This is a huge issue when you have dozens (or even hundreds) of debtors. A solution to this is urgently needed.