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Settings and activity

4 results found

  1. User Role - Invoice Only + View Reports

    166 votes

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    submitted  ·  77 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

    41 votes

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    12 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

    278 votes

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    127 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    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.


  4. Find and Recode - Include option to Remove and Redo

    21 votes

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