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181 votes
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Graham Young
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Graham Young
commented
Wow! You guys have GOT to get the message. Can you not see the level of annoyance and frustration this issue is causing? I cannot believe that you have tagged this request as NOT PLANNED. How dare you. Read these messages again and get this problem fixed. Aged Statements are a BASIC necessity. You want us to run internal reports and send those out. Not good enough. We have been waiting a long time for you to sort this. In the meantime, you have put your prices up and add features we are not interested in. I don't like venting and prefer to be polite and respectful when posting, but what can we do to get you to wake up? Please think again.
Graham Young
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167 votesGraham Young
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181 votesGraham Young
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44 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Graham Young
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91 votesGraham Young
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1,324 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Graham Young
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An error occurred while saving the comment Graham Young
commented
I have clients with different delivery addresses, home, office, depot etc. At the moment, I have to go to the customer detail screen, change the delivery address, create the invoice and go back to the customer screen to enter the main address again. My old system allowed multiple delivery addresses from a dropdown box. This was a sensible solution.
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166 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.An error occurred while saving the comment Graham Young
commented
examples: each, kg, min (minutes), hours. This was one of the things I miss from my old invoice system and feel it gives clarity for the recipient.
Graham Young
supported this idea
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633 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Graham Young
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I invoice Service Level Agreements for 12 months. My clients want 1 invoice for the period and pay it in monthly installments. Very similar to other requests here. This must impact thousands of businesses. It is starting to look like Xero is only for simple, basic busineses. It is not for the real world. Your lack of response to all these people is astonishing.