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  1. Email templates - Ability to format date placeholders

    29 votes

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    3 comments  ·  Users & setup » Navigation  ·  Admin →
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    Stuart Palm supported this idea  · 

  2. Dashboard - Add aged debtor watch list to Dashboard

    6 votes

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    submitted  ·  0 comments  ·  Users & setup » Navigation  ·  Admin →
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    Stuart Palm supported this idea  · 

  3. Dashboard - Ability to add sticky notes/notes

    170 votes

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    submitted  ·  49 comments  ·  Users & setup » Navigation  ·  Admin →
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    Stuart Palm supported this idea  · 

  4. Reports - Add report to identify lapsed customers (include last invoice date column)

    7 votes

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    5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Stuart Palm commented  · 

    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.

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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 supported this idea  · 
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    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.

  5. Reporting - Ability to show monthly and weekly Product Sales Report

    30 votes

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    submitted  ·  10 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Stuart Palm supported this idea  ·