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7 votes
Thanks for the detail, Darren. While you could create a prepayment for the initial bond I can see how this wouldn't show as you need for the customer on their statement. I'll slightly update the title of your idea here but want to be open that this isn't something we have plans for atm. You may also want to join and follow any updates for this idea that would help with your flow of work.
Andrew Syme
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24 votesAndrew Syme
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6 votesAndrew Syme
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24 votesAndrew Syme
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2 votes
Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
Andrew Syme
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9 votesAndrew Syme
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116 votesAndrew Syme
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6 votes
Hey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
Andrew Syme
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20 votesAndrew Syme
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10 votesAndrew Syme
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6 votes
Hi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling.
Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂
In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero.
Andrew Syme
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127 votesAndrew Syme
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2 votesAndrew Syme
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2 votesAndrew Syme
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7 votesAndrew Syme
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3 votesAndrew Syme
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6 votes
Rounding back on your idea here, Abigail - It'd be good to get more understanding of your business flow and why you'd be wanting to create invoices of another status. For example is here a specific reason you'd like to import invoices that have already been paid for? Could these potentially be entered as Receive monies or is there a reason they need to be raised in Xero once they've already been paid? TIA
Andrew Syme
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3 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Andrew Syme
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2 votesAndrew Syme
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4 votes
Hi community, as noted in my earlier update atm you could export your list of suppliers from contacts which will include email and bank details.
Being open, we don't have current plans for expanding on the details represented in this report. We'll continue to gauge the interest of this and share if there's any change.
Andrew Syme
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