Settings and activity
30 results found
-
324 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…
Emily Wiseman
supported this idea
·
-
2 votes
An error occurred while saving the comment Emily Wiseman
supported this idea
·
-
7 votesEmily Wiseman
supported this idea
·
-
126 votesEmily Wiseman
supported this idea
·
-
196 votesEmily Wiseman
supported this idea
·
-
212 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Emily Wiseman
supported this idea
·
-
306 votesEmily Wiseman
supported this idea
·
-
328 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Emily Wiseman
supported this idea
·
-
422 votesEmily Wiseman
supported this idea
·
-
446 votes
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…
Emily Wiseman
supported this idea
·
-
11 votesEmily Wiseman
supported this idea
·
-
6 votesEmily Wiseman
supported this idea
·
-
8 votesEmily Wiseman
supported this idea
·
-
18 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
Emily Wiseman
supported this idea
·
-
58 votesEmily Wiseman
supported this idea
·
-
15 votesEmily Wiseman
supported this idea
·
-
319 votesEmily Wiseman
supported this idea
·
-
41 votesEmily Wiseman
supported this idea
·
-
2 votesEmily Wiseman
supported this idea
·
-
3 votesEmily Wiseman
supported this idea
·
This is essential for our business too. We are a membership organisation and have businesses that have multiple locations/branches. Each organisation has it's own quirks for how billing works and it would be incredibly helpful to be able to replicate that in Xero. Our Membership system keeps all has all the information, however we can't integrate it to Xero as you do not support Parent/Child relationships. Consequently for one of our add-ons we have to manually create the Businesses in Xero again and constantly change the repeating invoices to match the details in our membership system.