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64 results found

  1. Statement - Include invoice description

    62 votes

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

    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

    Georgina Kartsidimas supported this idea  · 

  2. Files - Automatically include specific file attachments when sending from Xero

    237 votes

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    submitted  ·  72 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Georgina Kartsidimas supported this idea  · 

  3. Organisation Settings - Ability to set colour of organisation

    287 votes

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    submitted  ·  106 comments  ·  For small businesses » Business features  ·  Admin →
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    Georgina Kartsidimas supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    760 votes

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    202 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Georgina Kartsidimas supported this idea  · 
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