Settings and activity
5 results found
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45 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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Jenny Johns
commented
I cannot believe you have sent this update. I'm embarrssed to tell my clients who have asked for this feature.
One of the clients I told yesterday said they need the trail in Xero which show when statements and invoice chasing has occurred in case of having to take legal action against debtors.
I deal with supplier statements on behalf of my clients every day and I'd say 90% of them have the aging, with Xero ones being in the 10% not showing30, 60, 90 days and statements which must be produced from a few other a few other types of software.
Xero is world class accounting software. This is a fundamental task.
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34 votesJenny Johns
supported this idea
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An error occurred while saving the comment Jenny Johns
commented
contact groups
I'd like to see which Groups my customers have been assigned to on the contacts page so that I can see which ones haven't been assigned to a Group. It's easy to see which ones have been assigned within the Groups but not which ones haven't.
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25 votes
An error occurred while saving the comment Jenny Johns
commented
Surely there is a search function?
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153 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
An error occurred while saving the comment Jenny Johns
commented
Is this not the function of the bank rules?
Hi. As a Xero Partner who often has to addresss this problem. I would urge everyone to make sure you're clearing your browsing history on a regular basis as I believe this makes a difference. Tangled up date can cause the page to crash in my simple way of putting it.