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Settings and activity

131 results found

  1. Products and Services - Include file attachments when adding items to quotes and invoices

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  2. Contacts - Ability to search group

    9 votes

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    submitted  ·  3 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  3. Contacts - Sync Xero contacts with phone device

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  4. Xero Accounting app - File CIS returns from app

    10 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  5. Contact - Ability to add logo

    9 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  6. Contacts - Select more than 2 years in smart lists.

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  7. Contacts | Purchase orders - Ability to block for a supplier

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  8. Contacts - Replace link for 'View recent bills' to filtered Supplier Bill Activity report

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  9. Contacts - date added /opened to be included in the contacts report

    12 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  10. Report - Contacts not used within a time period e.g 12 months

    4 votes

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  11. Contacts - Sort customers/clients by surname

    30 votes

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  12. Contacts next and previous buttons

    3 votes

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

    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  · 

  13. Contacts - Secure method of requesting contact bank account details

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  14. Settings - Notification of settings change

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  15. Customer Statements - Transaction History Option

    8 votes

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

    Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers. 

    You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields. 

    There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here. 

    Accounts Spartan supported this idea  · 

  16. AU Payroll - Superannuation end of quarter reminder

    141 votes

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    submitted  ·  13 comments  ·  For small businesses » Payroll  ·  Admin →
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  17. Invoice Reminders - Increase # of reminders that can be set up

    30 votes

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

    Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders. 


    To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂

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  18. Contacts - Send invoices and statements through WhatsApp

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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  19. Contacts - Reinstate the email feed

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  20. Contact | List - View 'new' contact and contact group allocation

    26 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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