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  1. Xero integrate with Housecall Pro online software

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Marci, though we appreciate you sharing on Product Ideas I want to be open that we don't generally develop integrations with other applications ourselves. We have a great Developer Ecosystem Centre where interested parties can come to learn how to build an integration with Xero, and I'd recommend sharing with Housecall Pro to see if they would look to develop.

    Marci Mitchell shared this idea  · 

  2. Invoice - Prompt Payment / Settlement Discount

    391 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Marci Mitchell supported this idea  · 

  3. Reporting - Add Notes to Statement of Cash Flows

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Marci Mitchell supported this idea  · 

  4. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

    485 votes

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    267 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

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    Marci Mitchell commented  · 

    Particularly useful for Sales Invoicing Clerks who also need to manage the Inventory Items as a convenience to typing, rather than for Inventory Management.

    Marci Mitchell supported this idea  · 

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

    236 votes

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    submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Marci Mitchell commented  · 

    @Jade Bai Nice work around! thanks for sharing! Although WHY Xero hasn't prioritized this fix (it's been mentioned for TEN YEARS!!) is beyond my understanding!

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    Marci Mitchell commented  · 

    Hi Mariett, make a contact group for the Centralised AP Dept, and run the Aged Receivable Detail Report - filter for that contact group - you can then email the report to the Centralized AP Group. Hope this helps!

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    Marci Mitchell commented  · 

    Here's another comment on this idea - I see that the idea was originally posted in 2013, and nearly TEN YEARS later, we still have no solution? PRETTY PLEASE?!!

    Marci Mitchell supported this idea  · 
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    Marci Mitchell commented  · 

    AGREED!! Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!

    We use contact groups for different categories of Clients, it is counter intuitive to have to manually select (or de-select) Clients just to be able to email statements!! CRITICAL - please fix!