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

    12 votes

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    2 comments  ·  Reports & tax » Reporting  ·  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

    307 votes

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    138 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.

    Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.

    As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.

    Kylie Monroy supported this idea  · 
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    Kylie Monroy commented  · 

    Needed to provide consistent branding across all documents.