Settings and activity
102 results found
-
9 votes
Accounts Spartan
supported this idea
·
-
9 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
Accounts Spartan
supported this idea
·
-
16 votesAccounts Spartan
supported this idea
·
-
188 votesAccounts Spartan
supported this idea
·
-
16 votesAccounts Spartan
supported this idea
·
-
8 votesAccounts Spartan
supported this idea
·
-
10 votesAccounts Spartan
supported this idea
·
-
21 votesAccounts Spartan
supported this idea
·
-
18 votesAccounts Spartan
supported this idea
·
-
13 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
Accounts Spartan
supported this idea
·
-
37 votesAccounts Spartan
supported this idea
·
-
10 votes
Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list?
Accounts Spartan
supported this idea
·
-
9 votesAccounts Spartan
supported this idea
·
-
38 votesAccounts Spartan
supported this idea
·
-
184 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
Accounts Spartan
supported this idea
·
-
41 votes
Hi community, we understand wanting to hear more from us here. Thank you for sharing and supporting how increasing the number of invoice reminders would help your business workflows.
Our product team are conducting research in this space and we have form you can sign up through here to share your input.
Throughout the research the team may engage you through surveys or direct interviews. We'd love to get your involvement to help us develop the future of Invoice reminders!
Accounts Spartan
supported this idea
·
-
22 votes
Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.
While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.
We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.
Accounts Spartan
supported this idea
·
-
39 votesAccounts Spartan
supported this idea
·
-
7 votesAccounts Spartan
supported this idea
·
-
5 votes
Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications?
Accounts Spartan
supported this idea
·
