Settings and activity
4 results found
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31 votes
Hi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
Kesha Addy
supported this idea
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1 vote
Appreciate you raising this suggestion, Kesha. Adding a Last Statement Sent column to the Customer Statements view could make it much easier to see which customers have recently received a statement without opening individual contact records.
For now, you can check the History & Notes section on a contact to review previous activity.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this would help your workflow, add your vote and share what other statement information you’d find useful.
Kesha Addy
shared this idea
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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…
An error occurred while saving the comment Kesha Addy
supported this idea
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274 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Kesha Addy
supported this idea
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A few of our customers have separate email addresses for Invoices and Statements. It would be good to be able to set a default email address in the contacts for the different document types. This would then enable me to batch send statements rather that sift through and delete non-relevant email addresses.