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4 results found

  1. Lock Dates - Allow old bills/invoices to fall into current accounting period

    85 votes

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    submitted  ·  25 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Bev Sharples supported this idea  · 

  2. Invoice reminder - Show the list of those contacts that have reminders turned off

    34 votes

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your on-going feedback through this idea.

    We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

    Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

    We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

    You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

    Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…

    Bev Sharples supported this idea  · 

  3. Contacts - Import with contact Group

    141 votes

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    submitted  ·  51 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Bev Sharples commented  · 

    I need to group contacts by sales rep as there isn't a sales rep field to add to clients which would also be useful

    Bev Sharples supported this idea  · 

  4. Contacts - Add a Title field for Mr, Mrs, Dr, etc.

    12 votes

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    submitted  ·  7 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Bev Sharples supported this idea  ·