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  1. Report - Contacts not used within a time period e.g 12 months

    10 votes

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

    Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently. 

    You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here. 

    Kylie Monroy supported this idea  · 

  2. Branding - Custom DOCX template for Remittance Advices

    268 votes

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    126 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

    We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.


    Kylie Monroy supported this idea  · 
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    Kylie Monroy commented  · 

    Needed to provide consistent branding across all documents.