Settings and activity
265 results found
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3 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
Andrew Syme
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8 votes
Appreciate your feedback, Peter - We have another idea you may have seen related to Contacts.
To give a bit more context, while we've delivered new versions of some features and areas across Xero, this work is enabling us to upgrade technology and we aim to keep iterating on each of these experiences moving forward.
Some of the points you’ve noted here are being developed, such as the ability to add an item from within a transaction.
We've also now reduced the number of steps in Quotes by ensuring items created via the link are available to select immediately, and we’re working to improve the experience further. 🙂I'm going to shift your idea to under review as these developments continue.
Andrew Syme
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5 votes
Hi Susan, thanks for suggesting this one!
Whilst not quite the same as having a button that's built in to the page, you can quickly jump to the top, or the bottom of a page using keyboard shortcuts:
- On a mac, hit Command-up arrow. You can then return to the bottom of the page with Command-down arrow.
- On Windows, hit the Home and End keys to go to the top and bottom of a page, respectively.
Andrew Syme
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5 votes
Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
Andrew Syme
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16 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Andrew Syme
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8 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Andrew Syme
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6 votes
Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
Andrew Syme
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3 votes
Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂
Andrew Syme
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9 votesAndrew Syme
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149 votesAndrew Syme
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11 votesAndrew Syme
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5 votes
Is there a particular reason you'd specifically not want the user to login to Xero to view this information, Ben?
Currently as you may be aware, there's an option to include a link so that your customer can view outstanding invoices they have with you - See more here
Andrew Syme
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3 votes
Hi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms?
Andrew Syme
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16 votes
Hi Maddy, may depend on how the stock is being recorded in Xero and reconciled with Figured - would the Inventory Item Details report be of use here?
You could group by Item name, include Expense, Inventory & Revenue accounts, as well as QoH movement to view the total # of units sold in the period you're running the report for.
Andrew Syme
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6 votes
Hi Zoe, thanks for sharing an image of the comparison in XPM. Would this be particularly for when you're running the management reports or another set of reports from Xero?
Andrew Syme
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4 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
An error occurred while saving the comment Andrew Syme
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7 votes
Thanks for showing your interest and feeding back on the difference between old and new Bank Reconciliation reports. We understand wanting to see a change here and we have plans to focus on foreign currency disclosures after the work to retire old reports in July is complete.
Right now, you’ll need to obtain the revaluation rate from your organisation's Currencies settings screen and add it into a text block at the bottom of the report.
We'll keep you updated of when the team begin actively working on this, here.
Andrew Syme
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5 votes
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
Andrew Syme
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11 votes
Hi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
Andrew Syme
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10 votes
Quick turn around, as we were able to roll this out rather fast 😁!
You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
It’d be great to get feedback - if this helps with your needs here.Andrew Syme
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Need to be able to run Contact Transactions Summary report for Contact Group