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  1. Customer Statement - Automated statements for contacts

    550 votes

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    142 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Chris Heunis commented  · 

    Definitely critical to our business operations.

    Chris Heunis supported this idea  · 

  2. Repeating Invoice - bulk update of amounts

    245 votes

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

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Chris Heunis supported this idea  · 

  3. Invoice List Search - Show "description" column in search results

    58 votes

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    Chris Heunis supported this idea  · 

  4. Global Search - Search items by Description

    138 votes

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

    Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm. 

    We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks 

    Chris Heunis supported this idea  ·