Settings and activity
4 results found
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167 votes
Thanks for the support for this idea from everyone here. We appreciate our customers' needs for more controls in reports access, and being able to safeguard sensitive data while still empowering your team with the information they need.
The good news is reporting is one of the primary areas that we’re looking to develop, and we’re working on a solution that’ll give you more flexibility within the Invoice only role by providing access to Sales & Purchases reports.
As we continue to make headway with this, we’ll be back to share more updates with you all.
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Kate Levy
supported this idea
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43 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.
Kate Levy
supported this idea
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289 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
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21 votes
We need accounts clerks to be able to run Aged Payables and Receivables!