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4 results found

  1. Contacts - Export contact group

    53 votes

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    submitted  ·  25 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

    238 votes

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    submitted  ·  72 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

    305 votes

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    48 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (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

    81 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.

    Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.

    We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.

    Emma Dodgson supported this idea  ·