Settings and activity
30 results found
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37 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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4 votesErin Stevenson
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56 votesErin Stevenson
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35 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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32 votesErin Stevenson
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278 votesErin Stevenson
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207 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment Erin Stevenson
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2 votesErin Stevenson
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180 votesErin Stevenson
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20 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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35 votesErin Stevenson
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78 votesErin Stevenson
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334 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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159 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
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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11 votesErin Stevenson
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7 votesErin Stevenson
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51 votesErin Stevenson
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50 votesErin Stevenson
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178 votesErin Stevenson
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5 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