Settings and activity

27 results found

1. Files - Control/edit the name of PDF files sent from Xero

   •  

   66 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   30 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

   Corneil Du Plessis supported this idea  ·  03 April, 2024

2. Cheques: Voucher - Show tax amount on each line item

   • 

   28 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Corneil Du Plessis supported this idea  ·  16 February, 2024

3. Contacts - Allow multiple addresses for a single contact record

   1,177 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   345 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Corneil Du Plessis supported this idea  ·  16 February, 2024

4. Customer statements - Export to Excel

   173 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  40 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Corneil Du Plessis supported this idea  ·  16 February, 2024

5. Invoicing - Customers to pay deposits on invoices

   •  

   358 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   128 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please fill in this short form. Our research team will be in touch with many of you over the coming months. Though we won’t be able to invite everyone into every stage, we’ll return to round out on their outcomes and how this forms our next steps.

   Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires. 

   ✍️ If this is something you’d like to be a part of, please … more

   Corneil Du Plessis supported this idea  ·  16 February, 2024

6. Email to Credit Note

   265 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   62 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 

   
   

   Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

   Corneil Du Plessis supported this idea  ·  16 February, 2024

7. Organisation Settings - Ability to set colour of organisation

   259 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  82 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Corneil Du Plessis supported this idea  ·  16 February, 2024