Settings and activity

3 results found

1. Email Settings - Specify date/time to send transactions

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

   Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

   Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

   Danielle Susanne Hooper supported this idea  ·  22 July, 2024

2. Quotes - Feature for customer to select which items to accept

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Danielle Susanne Hooper shared this idea  ·  17 March, 2024

3. Sales Invoices - Combine and hide line items for customers

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   82 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

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   Danielle Susanne Hooper commented  ·  06 October, 2023  ·  Edit…  ·  delete…

   is this feature addition in the technical development queue yet?

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   Danielle Susanne Hooper supported this idea  ·  06 October, 2023