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5 results found

  1. New invoicing - When sending show organisation's trading name at top of invoice

    210 votes

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    83 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Michelle Gleeson supported this idea  · 

  2. Bank Reconciliation - Recording refund through bank reconciliation tab

    55 votes

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    6 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Michelle Gleeson supported this idea  · 

  3. User Roles - Purchase order only access

    154 votes

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    submitted  ·  39 comments  ·  Users & setup » User permissions  ·  Admin →
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    Michelle Gleeson supported this idea  · 

  4. User Role - Access to specific feature only

    449 votes

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    83 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.

    As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.

    Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.

    I'll continue to provide updates on the development of roles for features as we progress.

    Michelle Gleeson supported this idea  · 

  5. Contacts: Statements - Allow to be sent to Contact Groups

    240 votes

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    141 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

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    Michelle Gleeson commented  · 

    Require functionality to send statements to a contact group and not have to select individually.

    Michelle Gleeson supported this idea  ·