Settings and activity
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19 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
Erin Stevenson
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3 votesErin Stevenson
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5 votesErin Stevenson
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6 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Erin Stevenson
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20 votesErin Stevenson
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214 votesErin Stevenson
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118 votes
An error occurred while saving the comment Erin Stevenson
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1 voteErin Stevenson
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147 votesErin Stevenson
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12 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Erin Stevenson
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23 votesErin Stevenson
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61 votesErin Stevenson
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286 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Erin Stevenson
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128 votes
An error occurred while saving the comment Erin Stevenson
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This is a must. The overall budget should automatically be calculated with the figures entered into each tracking category (department) to show an overall view of the budget
Erin Stevenson
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6 votesErin Stevenson
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6 votesErin Stevenson
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38 votesErin Stevenson
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42 votesErin Stevenson
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146 votesErin Stevenson
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3 votesErin Stevenson
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Currently the budget summary report is very basic, it does not allow you to select multiple departments when filtering nor does it allow you to edit the layout in any way. By allowing these features it would give us the overall total budget for the year which has been uploaded to xero for review. It would be beneficial to be able to edit the report layout to give us the information we need from it