Settings and activity
10 results found
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1,318 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Henry Khoo
supported this idea
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33 votes
Hi team, we appreciate the appetite in this idea for being able to add more tracking categories to suit the needs of eInvioicing in Malaysia. We want to be open that while we have improvements planned for eInvoicing in Malaysia, increasing tracking categories isn't in our plans right now.
I understand some in the conversation here may already be doing this however to highlight for others - Right now, if you use a Tracking category for this purpose you can also look to add a default tracking to a contacts record which may help with auto assigning these codes for customers you trade with frequently.
We will continue to watch the interest through this idea closely, and share if there are any updates.
Henry Khoo
supported this idea
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44 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Henry Khoo
supported this idea
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20 votesHenry Khoo
supported this idea
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73 votesHenry Khoo
supported this idea
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289 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Henry Khoo
supported this idea
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7 votesHenry Khoo
shared this idea
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453 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Henry Khoo
supported this idea
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1 voteHenry Khoo
shared this idea
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46 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Henry Khoo
supported this idea
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To limit a user access to manage (create and update) the tracking categories in the Xero, but cannot have the visibility on the bank accounts details.
Current system behaviour:
I tested to give invoices only access. but the user reported that cannot access tracking categories.
And if provide standard access, by default accounts will be visible.