Settings and activity
97 results found
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198 votes
Accounts Spartan
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16 votesAccounts Spartan
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8 votesAccounts Spartan
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10 votesAccounts Spartan
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24 votesAccounts Spartan
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20 votesAccounts Spartan
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15 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
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37 votesAccounts Spartan
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12 votes
Hi team, thanks for sharing your feedback and use cases surrounding this idea. Being upfront this isn't something we have plans in the roadmap for atm, but are keeping a watch on the support of ideas through the forums here.
I'll be sure to share if there are any updates, and in the meantime recommend sharing the idea with any colleagues that may find this useful and can also add their support.
Accounts Spartan
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9 votesAccounts Spartan
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42 votesAccounts Spartan
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184 votes
Hi everyone, thanks for sharing your thoughts on this! With Payday Super legislation now active, superannuation contributions align directly with regular pay runs. Because of this shift to real-time processing, quarterly due date reminders are no longer necessary.
To assist with compliance under the new legislation, we have added reminder prompts directly to the super payment page to highlight which accruals are at risk of being late.
As a result, we won't be moving forward with quarterly reminder updates for this request. We really appreciate everyone’s feedback on this topic, please continue to share your ideas on how we can keep improving your Xero experience!
Accounts Spartan
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41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
Accounts Spartan
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23 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
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40 votesAccounts Spartan
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8 votesAccounts Spartan
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5 votes
Hi team, apologies it's taken so long for us to update this idea. Returning to the thread and considering feedback it sounds like Contact groups may be worth looking into as a means to group contacts.
Being open, we don't have any plans for enabling Xero as a full CRM communication and bulk emailing tool you can find out more from my update on this idea.
Alternatively, for those that would like to set up separate people on a contacts record for different types of transactions we have another idea here you can vote for.
Accounts Spartan
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6 votesAccounts Spartan
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25 votesAccounts Spartan
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28 votesAccounts Spartan
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