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  1. Contacts - Export contact group

    45 votes

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    submitted  ·  18 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emma Dodgson commented  · 

    Any update on exporting "Group" tag when doing a bulk contacts export?

    Emma Dodgson supported this idea  · 

  2. Files - Automatically include specific file attachments when sending from Xero

    235 votes

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    submitted  ·  71 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Emma Dodgson supported this idea  · 

  3. Sales Invoice - Include files attached to an invoice when sending

    303 votes

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    48 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.

    As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.

    To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.

    A caveat to this is when you are working in incognito mode, or refresh your browser…

    Emma Dodgson supported this idea  · 

  4. Expenses - Multiple levels of approval

    80 votes

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

    Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

    We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

    Emma Dodgson supported this idea  ·