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  1. Navigation - Freeze bar at the top of the page to save scrolling

    165 votes

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    36 comments  ·  For small businesses » Business features  ·  Admin →
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    Joanne B Coker commented  · 

    Please freeze the top two banners so that we can navigate the file without scrolling or tabbing to the top everytime. This would be useful when searching, looking through a large list of AP or AR or reconciling, payroll reports and to go to another client file - and to remind us which client file we are in on a busy day !!

    Joanne B Coker supported this idea  · 

  2. Invoices - Ability to set "Ask a question" replies to be sent to the organisation delegated email address

    27 votes

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    10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Joanne B Coker commented  · 

    Please change this default Xero, i want to set the replies to go to the company email address rather than the user. There is a function that specifies this if the invoice email is responded to via email but not if the link is clicked online. I'm referring to quoting specifically. The ask question button forwards the question to the user not the company. I am the bookkeeper and although i create the quotes as per client specs, I don't want the question or accept / decline to come to me.

  3. Notification | Send to REPLY TO email when quote accepted

    174 votes

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.

    We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.

    While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.

    Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.

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    Joanne B Coker commented  · 

    Choose who the replies go to when customer replies to a quote. Currently, the ask question, accept / decline replies go to the user who created the quote rather than the company email or the email selected in the email settings page. I create quotes for my clients and want the replies to go to them not to me as the bookkeeper.

    Joanne B Coker supported this idea  ·