Settings and activity
3 results found
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75 votes
Leonie Duthie
supported this idea
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330 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
An error occurred while saving the comment Leonie Duthie
supported this idea
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79 votes
Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.
We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).
Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!
Leonie Duthie
supported this idea
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We need a Remittance Advice which shows what we have entered into the Description, not the Reference. Having an editable Remittance Advice is essential.