Settings and activity
5 results found
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30 votes
Stuart Palm
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7 votesStuart Palm
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201 votes
Hi everyone, we really appreciate hearing how a visible place for reminders, checklists and notes would help keep important work from being missed.
We've just introduced custom Tasks to the Homepage which allows you to quickly add your own one-off business task, or add and edit tasks from the right hand panel. You can update the details, mark work as complete, delete tasks and view completed tasks all from the Homepage.
This means reminders like requesting a missing receipt or preparing documents for your accountant can stay alongside your workflow in Xero instead of being kept in a separate note or spreadsheet.
The first release focuses on personal organisation, so shared tasks, notes and notifications aren’t included yet, but this is something we'll continue to consider as this space evolves.
Stuart Palm
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11 votes
An error occurred while saving the comment An error occurred while saving the comment Stuart Palm
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Dear Xero Developers,
Could this be done - put in a last invoice date entry against each customer record which is sortable (newest/oldest) and is also exportable to Excel.
Stuart Palm
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An error occurred while saving the comment Stuart Palm
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I completely agree - I'm guessing it was Sage that you're referring to as I have the exact same requirement. Love or hate Sage, it did have some better features for sales tracking. However, you can build a Smart List in your Customers section - I have attached what you need to do - it's not perfect but better than nothing.
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33 votesStuart Palm
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When viewing all Customers in the default list (seeing everyone) it would be really useful to have a column for LAST INVOICE DATE. In our old Sage desktop system you could see the date and sort A-Z, Z-A to get a sense of how long some customers hadn't ordered from us. It was EXTREMELY USEFUL and allowed us to keep on top of customers who may otherwise decide to order products elsewhere. Now, we haven't a clue apart from a Smart List that can either only show no orders for 4 weeks or no orders for 6 months - there is nothing in-between. You appear to have enough white space between the customer details and the We Owe/They Owe Columns to achieve this.