Sales Overview - Add a Branding Theme column
A problem I have each month is when preparing sales invoices - I use several branding themes, one of which is for the AdFin integration.
It would be ideal to be able to see on the invoice list (in Sales > Invoices) which theme was attached to each invoice, it would be further beneficial to be able to select a bunch of invoices and bulk change the theme where required.
Michael Doyle
shared this idea
Thanks for sharing this idea about adding a Branding Theme column to the Sales Overview screen.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
We need to keep a separate Ideas discussion for each idea, so there's an existing product idea for updating themes in bulk, where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/48414839
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John Mander
commented
Provided that the additional branding theme column can be re-ordered (as the other column can) to group unpaid invoices by branding theme that would be of great benefit for selection of invoices to include in a batch deposit for the purpose of completing a batch deposit as part of a file to submit to the bank for Direct Debits. We use Branding theme to identify direct debit payment type invoices. Alternatively the availability of a Branding theme filter would serve the same purpose for us.