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Settings and activity

6 results found

  1. Report Navigation - Return to previous page after drilling down

    2 votes

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

    Would be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.

    Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂

    Lyn Hill shared this idea  · 

  2. Account Transactions report - Ability to change default columns when drilling into report

    60 votes

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

    Appreciate the detail, and thanks for raising this here in the forums. 

    While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change. 

    Lyn Hill supported this idea  · 

  3. 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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    Lyn Hill supported this idea  · 

  4. Contacts - View all transactions history & notes from contact record

    31 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Lyn Hill supported this idea  · 

  5. Email - Ability to cc and bcc sent emails

    61 votes

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

    Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing. 

    With this new side-by-side view you'll find you can also CC and BCC other emails 🎉

    While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!

    Lyn Hill supported this idea  · 

  6. Send invoices - Option to not send if customer has larger credit on account

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Lyn Hill shared this idea  ·