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  1. Customer Statement - Automated statements for contacts

    499 votes

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    121 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    Telemall Accounts commented  · 

    Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.

    Telemall Accounts supported this idea  · 

  2. Xero Projects - Charge out Rates by staff member not by Task

    48 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Telemall Accounts commented  · 

    This is so easy in MYOB. As are a lot of things it seems Xero does not do to accommodate rather basic business functions.

    Telemall Accounts supported this idea  · 

  3. Reporting | Budget Manager - Customise report layout

    208 votes

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

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

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    Telemall Accounts commented  · 

    I see it's over 3 years since this rather elementary suggestion was first posted, yet nothing has changed to improve the functionality of Xero in this respect... or so many other respects. Another tick in the MYOB column.

    Telemall Accounts supported this idea  · 

  4. Projects - Assign repeating invoice to a project

    170 votes

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    submitted  ·  68 comments  ·  For small businesses » Business features  ·  Admin →
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    Telemall Accounts commented  · 

    If I raise a one-off invoice, there's a column to assign it to a project. Why on Earth is that option/column not there for a repeating invoice?

    Seems I'm not the only one to think so... This is easier in MYOB.

    Telemall Accounts supported this idea  ·