Settings and activity
7 results found
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31 votes
Appreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
Danielle Cronje
supported this idea
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22 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.
Danielle Cronje
supported this idea
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66 votesDanielle Cronje
supported this idea
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1,145 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Danielle Cronje
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70 votesDanielle Cronje
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67 votes
An error occurred while saving the comment Danielle Cronje
supported this idea
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25 votes
Thanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.
With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.
We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.
Connect with your Xero advisor, or find one that can best help with your business needs here.
An error occurred while saving the comment Danielle Cronje
commented
Would love to adjust the font! Our company uses a specific font through the bank and at this stage and we can't present reports in one font and all the rest of our documents in other fonts.
Danielle Cronje
supported this idea
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This is abolutely critical to some of my customers and will save a lot of time and also ensure accuracy of historical data.
We have addresses that change every time for the same contact and having separate contacts for this is not feasible.