Settings and activity
10 results found
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1 vote
Emma Goodin
shared this idea
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116 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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1 voteEmma Goodin
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28 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Emma Goodin
supported this idea
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68 votesEmma Goodin
supported this idea
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2 votesEmma Goodin
shared this idea
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21 votesEmma Goodin
supported this idea
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143 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Emma Goodin
commented
Report contact payment time frames to capture clients who regularly take a certain timeframe to pay invoices. For example repeat offenders who pay after the due date. The financial year would be a good reporting time frame.
Emma Goodin
supported this idea
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56 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
Emma Goodin
supported this idea
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An error occurred while saving the comment Emma Goodin
commented
Fill - continue a series by using click and drag (like Excel) for Account and/or Department Codes that are the same in large invoices.
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255 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
An error occurred while saving the comment Emma Goodin
commented
Aside from subtotals (which we require so that the upgrades are a separate pricing total). I would also like to be able to setup Progress Payments - the system only currently allows 1 deposit per invoice - I'd like 1 invoice, 4 Progress Payments.
Emma Goodin
supported this idea
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I can search in outlook for any piece of text and it will look through years of data with an instant result. By using outlook I can find an item by description, invoice number etc etc It would be fabulous to be able to have the search facility in XERO be just as accurate without running reports. This is particularly useful when coding items that do not occur regularly.