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6 results found

  1. Invoices/Bills - Don't update contact address for existing invoices

    74 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Laura Bond commented  · 

    This is so important to keep a trail of where the invoice was sent. We still have a number of clients who are not accepting digital copies of their records. The alternative of keeping an outgoing mail log with address details is such a waste of time.

    Laura Bond supported this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    63 votes

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

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Laura Bond supported this idea  · 

  3. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

    75 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Laura Bond commented  · 

    Xero - Is there any update on this enhancement?

    Laura Bond supported this idea  · 

  4. Practice Manager - Highlight/banner for notes

    152 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Bond supported this idea  · 

  5. Practice Manager | Clients - Date of death field for client details

    246 votes

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    submitted  ·  23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Laura Bond supported this idea  · 

  6. XPM - Add multiple email addresses for client

    357 votes

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    25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.

    This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.

    Laura Bond supported this idea  ·