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Settings and activity

6 results found

  1. Contact List - View contact group and last activity date

    18 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Diane Schultz supported this idea  · 

  2. Contacts - Bulk Archive option if inactive for an extended time

    27 votes

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    submitted  ·  10 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Diane Schultz supported this idea  · 

  3. Remittance advice: more email address options

    64 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Diane Schultz supported this idea  · 

  4. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Diane Schultz supported this idea  · 
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    Diane Schultz commented  · 

    Client usage pop up messaging. This would be valuable to record scenarios like: Subscription reviewed, advised supplier we no longer wish to remain a member. Or where you have a supplier who is not reliable make repayments to add a warning to check financial status before trading etc

  5. New Invoicing - Keep Classic Invoicing

    455 votes

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

    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

    Diane Schultz supported this idea  · 

  6. Tracking - Make mandatory / required

    228 votes

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

    Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

    Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

    Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

    An error occurred while saving the comment
    Diane Schultz commented  · 

    Staff are currently missing information they are unsure of rather than checking with administration/finance staff.

    Diane Schultz supported this idea  ·