Settings and activity
15 results found
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1 vote
Monica Rossi
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73 votes
An error occurred while saving the comment Monica Rossi
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56 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
Monica Rossi
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8 votesMonica Rossi
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15 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
Monica Rossi
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31 votesMonica Rossi
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555 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Monica Rossi
supported this idea
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45 votes
An error occurred while saving the comment Monica Rossi
commented
I completely agree. Having to manually select each tracking category individually isn’t an efficient use of time when it is required to have visibility for all the categories month on month.
Although it is possible to edit the layout of the profit and loss report to include columns for monthly tracking categories, this approach would result in a report that is overly complex and difficult to understand. Therefore, the only other option is to create a separate report for each month. However, this defeats the purpose of having a single report that includes all categories for any selected number of months.
Surely I can't be that difficult to fix this Xero?
Monica Rossi
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334 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
An error occurred while saving the comment Monica Rossi
commented
Alex, is about marking the the Bills as paid which are expressed in multi currency not GBP and in batches within Xero nothing to do with individual's banks batch payments. In my case anyway.
An error occurred while saving the comment Monica Rossi
commented
Alex, I watch the video too. Informative but does not resolve the issue most people have expressed in this thread. Xero please listened to this customer request, it is business critical nowadays with businesses dealing with multi currency! Thank you!
Monica Rossi
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An error occurred while saving the comment Monica Rossi
commented
Would save so much time avoiding manual payment of individual transactions!
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10 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
An error occurred while saving the comment Monica Rossi
commented
I agree with the importance of this option being available asap, not only for the movie/film industry but also for international galleries, architectural studios and so on with budgeting needs beyond the12 months.
Monica Rossi
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205 votesMonica Rossi
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An error occurred while saving the comment Monica Rossi
commented
... also it would make it much easier with generating sequential numbers when creating invoices, POs, etc.
An error occurred while saving the comment Monica Rossi
commented
I echo the previous requests/comments for this feature to be up and running in XERO asap. Consolidating financial reports for different entities is really time-consuming if done manually through Excel. Please could you look into this at your earliest? Thank you!
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39 votesMonica Rossi
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64 votesMonica Rossi
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An error occurred while saving the comment Monica Rossi
commented
After all these years, has Xero found a solution for this? Should have been an option available from the moment the branding feature was introduced.
It is very time-consuming having to keep a list of sequential numbers for each branding noted externally from Xero so to keep track of the last number used and avoid errors or duplications of invoice numbers in the process.
This should be looked at as a priority at this point in Xero product updates.
Thank you
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8 votesMonica Rossi
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91 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
An error occurred while saving the comment Monica Rossi
commented
Currently, there is not a report which will show all companies in one report with their address, name and opening balances.
It is frustrating having to individually display/export each contact and then add the balances to the exported document.
It would be great if this feature could be made available as soon as possible.
Thank you
Monica Rossi
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Agree. I'm surprised this isn't already included with such a versatile report.