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← Share and support customer ideas for Xero

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  1. Invoice Reminders - Set up for a Contact group

    33 votes

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    13 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

    Carmel Bazzi supported this idea  · 

  2. Purchase Orders - Include document attachments when emailing to supplier

    237 votes

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

    Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

    To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

    Carmel Bazzi supported this idea  · 
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    Carmel Bazzi commented  · 

    I am delighted that we now have the capability to add attachments to our Purchase Orders and Quotes. However, while Quotes and Invoices offer the option to include attachments when sending, this feature is not available for Purchase Orders.

    Being able to send attachments directly with Purchase Orders would significantly reduce the time and effort required, as it would eliminate the need to process the Purchase Order through Xero and then send a separate email with the necessary attachments. Implementing this feature would be incredibly beneficial and greatly appreciated.

    Thank you!