Settings and activity
13 results found
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324 votes
Cheryl Schneider
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14 votes
An error occurred while saving the comment Cheryl Schneider
supported this idea
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95 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
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22 votesCheryl Schneider
shared this idea
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91 votes
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117 votes
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198 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
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44 votes
An error occurred while saving the comment Cheryl Schneider
commented
This afternoon, I searched Contacts by Account Number and found it worked to type in even a partial Account Number to get a list with the correct Contact within the mix.
However, there have been times when I've done the same and get a list of 0 Contacts. Not sure why Xero's Contact Search isn't consistent. -
505 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Cheryl Schneider
commented
Many fields in Xero's Contacts have no pertinence to our business. Trust us, there are more useful fields than are dreamt of in Xero's current scheme.
Within Client record: Main Contact/Title (not Billing/AP contact), Preferred shipping method, Dock at site y/n + hours of op, Customs Broker/Acct#, Classification, Referral. On Invoice: PO#, shipment and delivery dates.
Different businesses have different client data that's important to invoicing. For Xero to provide invoicing to its clients, it must be the repository for certain client-related data. Thus, custom fields are necessary.
Cheryl Schneider
supported this idea
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24 votes
An error occurred while saving the comment Cheryl Schneider
commented
When clients enclose their Xero-emailed invoice with payment, my toes curl. On printed Xero invoices, our company's info and important invoicing information is truncated by over-abundant white space -- it looks crummy.
I've looked into designing a better template for our clients, but was dissuaded by the fact that with docx files, the Preview function of Invoices wouldn't "show" correctly. Plus, we work in a Mac environment. So no easy access to Word.
I like the solution proposed by Chris. Websites are created with drag-and-drop. Why not Xero invoices? Long live WYSIWYG.
Cheryl Schneider
supported this idea
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78 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Cheryl Schneider
supported this idea
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66 votesCheryl Schneider
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26 votesCheryl Schneider
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I'm going to be delivering 10 boxes to the client who placed the order with us tomorrow. So, I'll interface with the decision-maker tomorrow but I won't have a Packing Slip for her to give the Accounting Office as "proof" that the delivery was made.
Packing Slips are used to confirm that the materials of the order were received and that the folks in Accounting can pay the invoice...please fix this oversight.