Settings and activity
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297 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
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271 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
Lisa Pizzardi
supported this idea
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An error occurred while saving the comment Lisa Pizzardi
commented
Hi Kelly
Thanks for the update - but is there any progress on the PO function update which hopefully include the ability to attach files when sending.
Would be awesome to be able to do the attachments to the purchase order.
As we do several RCTI's every month which is generated through the purchase order function and we need to attach files to these as well to support the RTCI. Would save so much time to be able to just send directly from Xero. As it is to create the PO for the RCTI and send it then turn it into a bill is enough without having to also download the RCTI, create an email and then attach the documents and send. Thanks Lisa
Yes please - different colour backgrounds and the ability to open more than one file/company at a time would be awesome... I also open in different browsers to be able to do intercompany transfers and invoicing etc.. so being able to open more than one company at a time would be useful and the ability to change the colours to know they are different files when open at the same time would be great - not to mention colour coding with our admin folders.