Settings and activity
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3 votes
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Stuart Palm
commented
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
commented
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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426 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Stuart Palm
supported this idea
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17 votesStuart Palm
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10 votesStuart Palm
supported this idea
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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.