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← Share and support customer ideas for Xero

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3 results found

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

    486 votes

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    270 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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    Lynda Lin commented  · 

    Has there been any update to this feature? It has been discussed over years and still we are not seeing any new updates on this? Please advise.

    Lynda Lin supported this idea  · 

  2. Customer Statements - Ageing (30, 60, 90days)

    418 votes

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    165 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

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    Lynda Lin commented  · 

    It's a crucial feature to have, and hope Xero would implement this at soonest possible.

    Also customers would only pay if they see their PO number next to the invoice in the Statement. Yet another feature that's is crusial, but Xero has yet to implement the PO number field in the Invoices.

  3. Contact - Having custom fields on invoices and contacts

    631 votes

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

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Lynda Lin supported this idea  ·