Settings and activity
6 results found
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11 votes
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Steve Brooks
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562 votes
Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.
Very early in the teams discovery at this point, but we'll share further updates with you here.
Steve Brooks
supported this idea
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133 votes
An error occurred while saving the comment Steve Brooks
commented
This would be so useful to archive in bulk and save a load of time
Steve Brooks
supported this idea
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76 votes
Hi everyone, we understand the sentiment here and how this change could help you work more efficiently in Xero. Thank you for insights we received to assist in our discovery of this feature.
As we've continued to develop the new purchase orders experience, I am happy to share here that when this rolls out your businesses Physical address will be the default for Delivery address.
I'll return to keep you updated as this goes live.
Steve Brooks
supported this idea
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24 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Steve Brooks
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60 votesSteve Brooks
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A few clients need this and it saves me time rather than exporting to excel