Settings and activity
38 results found
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537 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Chris Pritchard
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807 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Chris Pritchard
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771 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Chris Pritchard
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60 votesChris Pritchard
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101 votesChris Pritchard
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130 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Chris Pritchard
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42 votes
Hi team, we're pleased to share that we're working on a feed for Chase bank (UK) at present. This is currently in testing and I'll round back to update you again as soon a it's live 😊. Thanks again for sharing your interest in this here and staying tuned in Xero Product Ideas!
Chris Pritchard
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12 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Chris Pritchard
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47 votes
Thanks for your feedback and support here, everyone. We appreciate this is a gap that'd add benefit and save time for our customers.
Being upfront, we don't have any development for this feature planned at this time, but do have eyes on this idea. We'll be sure to update if there's any news.
Chris Pritchard
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470 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Chris Pritchard
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40 votesChris Pritchard
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66 votesChris Pritchard
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38 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Chris Pritchard
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9 votesChris Pritchard
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111 votesChris Pritchard
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13 votesChris Pritchard
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29 votesChris Pritchard
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3 votes
Hi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
An error occurred while saving the comment Chris Pritchard
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I have several bills from Apple for various subscriptions, which are paid through PayPal.
The invoices indicate the payee (Apple), transaction date, and amount. Many of these amounts are identical, making it challenging to differentiate between the different subscriptions since the invoices only state "Apple."
Each subscription is charged on a different day of the month. It would be helpful to establish a bank rule that allows the transaction date to be used as a filter, so I can select a specific contact for that rule.
For example:
28th of the month - Apple £7.99 (I know that on the 28th it's always for Photoshop)
25th of the month - Apple £7.99 (I know that on the 25th it's always for cloud storage)
And this would apply to all transactions on their respective dates.