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  1. New Invoicing - Option to edit 'Attention' field in customer address

    85 votes

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    24 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.

    We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.

    We'll keep you up to date with progress of this through the idea here.

    Susan Gooley supported this idea  · 
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    Susan Gooley commented  · 

    I haven't been able to make the 'Attention' field come into new invoicing at all, even when I make sure it is in the contact, so I'm building the invoice in new, and then switching to old, add the attention person, even though they are in the contact and print the invoice from 'old' invoicing. Havne't found a quicker way yet.

  2. New Client Insights needs more filtering capability

    10 votes

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    3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Susan Gooley supported this idea  · 
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    Susan Gooley commented  · 

    Could we also have an ability to filter by the only the clients a person looks after? So you could see just the clients you work on and not practice wide.