Settings and activity
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1 vote
Kyle Phillips
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17 votes
An error occurred while saving the comment Kyle Phillips
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66 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Kyle Phillips
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8 votes
Hi community, we're currently working on some improvements to the table/grid within new invoicing that'll provide better visibility of details.
While we won't be enabling customers the ability to adjust columns widths yourself, we're making changes that'll condense the view so you can see more at once, such as the full account name. We'll also be shifting some of the detail shown beneath the description into columns of their own for ease of view. I'll come back to share as there's more news.
Kyle Phillips
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3 votes
Hi Paul, while not a perfect solution, currently you could create and repurpose a Draft invoice for a dummy contact. When you want to create an invoice with this item you'd use the 'Copy to draft invoice' option.
We don't have plans for developing anything that'd accomplish what you're currently asking here. We'll monitor the interest and share if there's any change.
Kyle Phillips
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24 votesKyle Phillips
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17 votesKyle Phillips
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47 votes
Thank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
Kyle Phillips
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32 votes
Hi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
Kyle Phillips
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10 votesKyle Phillips
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10 votesKyle Phillips
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38 votesKyle Phillips
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4 votes
Thanks for the response, Joanne. While it's not something we have direct plans for atm, we'll get a better of the interest around this here, and I'll share if there's any changes planned.
Kyle Phillips
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5 votesKyle Phillips
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8 votes
Hey Louis - thanks for sharing your suggestion!
Understand that it's not quite what you're after, but it's worth a mention: The 'Inventory Item Summary' report will show all inventory items in your organisation, including those without any movement in the selected period.
I've attached a screenshot as an example, so you can check if it suits your reporting needs - we'll leave this idea up in the meantime 😊
Kyle Phillips
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24 votesKyle Phillips
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46 votesKyle Phillips
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24 votesKyle Phillips
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76 votesKyle Phillips
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105 votesKyle Phillips
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I agree, the invoice template customization should please be far more easy, intuitive and customizable for our team and our clients.