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Settings and activity

4 results found

  1. User Role - Invoice Only + View Reports

    144 votes

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    submitted  ·  64 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kate Levy commented  · 

    We need accounts clerks to be able to run Aged Payables and Receivables!

    Kate Levy supported this idea  · 

  2. Customer Statement - View running balance

    22 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Kate Levy supported this idea  · 

  3. Branding - Custom DOCX template for Remittance Advices

    232 votes

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    submitted  ·  104 comments  ·  For small businesses » Business features  ·  Admin →
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  4. Find and Recode - Include option to Remove and Redo

    18 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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