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  1. Customer statements - Export to Excel

    194 votes

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    submitted  ·  51 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    AdminKelly M (Community Manager, Xero) commented  · 

    Thanks for your idea, Carol.
    Is there any particular reason you'd like to export to Excel? Or detail of what it would help you do?

  2. Inventory - Reserve inventory for consignment or pre-sales

    37 votes

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    submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Inventory  ·  Admin →
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    AdminKelly M (Community Manager, Xero) commented  · 

    Hi Pam, if you're using tracked inventory(https://central.xero.com/s/article/Options-for-managing-inventory-in-Xero). Quotes you enter with tracked items will show against the item as 'In committed Quotes' and similarly with Purchase orders as 'Quantity on order'.

  3. Customer Statement - Show in a foreign currency

    19 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, 

    Reiterating what Kelly Munro shared previously, if you're using multi-currency in Xero, invoices issued to a contact in a foreign currency will be shown in the currency it was issued - example attached. 

    I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!

    For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?

    Thanks!

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    AdminKelly M (Community Manager, Xero) commented  · 

    Hi Khai 👋 if you're using multi-currency in Xero invoices issued to a contact in a foreign currency will be shown in the currency it was issued.

    I've attached an example of this below - or are you after something different here?

  4. Bills - Apply contact defaults when automating bill creation

    17 votes

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.

    We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.

    We will continue to track the interest in these other creation types and share if there are any further improvements.


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    AdminKelly M (Community Manager, Xero) commented  · 

    Thanks for sharing, Christine.

    Just want to clarify, would this be to apply the contact default account codes from the Financial Details of their Contact record when emailing bills to a client's organisation?

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