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← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Email Settings - Specify date/time to send transactions

    478 votes

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    191 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.

    Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!

    Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.

    Murray Gallagher supported this idea  · 

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    350 votes

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    160 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

    Murray Gallagher supported this idea  · 

  3. User Role - Restrict access to individual bank accounts

    436 votes

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

    Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero. 

    With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.

    We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too. 

    Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.  

    We value our customers input and would like to…

    Murray Gallagher supported this idea  · 

  4. Sales Invoice | Delivery address - Update for individual invoice

    67 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Murray Gallagher supported this idea  · 

  5. Customer Statement - Automated statements for contacts

    410 votes

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    submitted  ·  95 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Murray Gallagher supported this idea  · 

  6. Inventory - Use a margin from the Cost price to calculate Sale Price

    9 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Murray Gallagher supported this idea  ·