Settings and activity
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16 votes
Thanks again for sharing your feedback on the invoice calendar with us here. I wanted to confirm that I've interacted with our product team about what you've raised here and they agree with the need for consistency in this setting between features in Xero. While they can't draw their immediate attention to this change just yet please know it's on their radar and I'll let you know as soon as there are further updates surrounding this with you here.
Ted Orban
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39 votesTed Orban
supported this idea
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
An error occurred while saving the comment Ted Orban
supported this idea
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179 votes
An error occurred while saving the comment Ted Orban
commented
For some businesses, it is very common to require a deposit before work is commenced. The current Xero recommendation is to insert a discount percentage on the line item(s) to make the total match the desired customer deposit. Then the invoice can be sent with the Pay Now button for the desired amount. Subsequently, the invoice must be updated to remove the discount. This procedure is awkward and prone to error.
Ted Orban
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494 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Ted Orban
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312 votesTed Orban
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3 votesTed Orban
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7 votesTed Orban
shared this idea
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Totally agree. I would like to include in Report Templates:
- Performance Graphs
- Custom Reports