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25 results found

  1. Bills - Filter awaiting payment bills without a planned payment date

    59 votes

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    19 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Callum Mallett supported this idea  · 

  2. Reporting - Create folders to manage reports (Custom, Published and Archived)

    42 votes

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    22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮

    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 

    We'll begin tracking support in this here. 

    Callum Mallett supported this idea  · 

  3. Contacts: Statements - Allow to be sent to Contact Groups

    253 votes

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    152 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

    Callum Mallett supported this idea  · 

  4. Manual Journals - Search by ID

    33 votes

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    submitted  ·  15 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Callum Mallett supported this idea  · 

  5. Customer statements - Ability to auto email Statements to customers

    1,104 votes

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    301 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Callum Mallett supported this idea  · 
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