Settings and activity
5 results found
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2 votes
Appreciate your feedback, Martin. I can assure you throughout the build of new invoicing we have engaged and tested out features with many different users. To keep customers informed throughout we have shared blog posts and regularly update our Xero Central page with what's been delivered and what's to come.
Being such a widely used feature, we have focused on features that suit majority of our customers needs. We appreciate some customers still want to see more development and we are continuing to enhance this new invoicing experience.
Our products teams have conducted lots of research and testing to refine deliveries, and Xero Product Ideas here is another great way for us to understand what matters most to our customers - As you noted, we are listening and keeping users updated as developments progress with the status updates.
We understand our customers would like to be more involved as we…
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14 votes
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Stewart Elsegood
commented
Hopefully Xero will start to become a business system and not just an accounting system....then at least we may be able to get basic reports like Sales for the week or month or year. Wow that would be amazing.
An error occurred while saving the comment Stewart Elsegood
commented
Hi Kelly,
I must be missing something but am just trying to get a basic report that tells me what have been my Sales for the month...ideally it would be nice to compare sales for this month to waht where the sales for the same month in the previous year. This i would have thought would have been a basic report as it is in MYOB. I appreciate that Xero is an Accounting system and not a business system, but getting basic information like Sales ie. what are the total invoices for the month less credits...would be basic. Ihave tried Received Income Summary report as suggested by Support...but of course this is inadequate as it doest include anyone who has paid within the month.
So how do i get a basic Sales report...i'm frieghted to ask my accountany who recommended Xero over MYOB as it would be too embarassing for him.Frustrated Stewart
Stewart Elsegood
supported this idea
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26 votes
An error occurred while saving the comment Stewart Elsegood
commented
would even be more beneficial when you roll over a contact when invoicing to have a NOTE section[ dialog box]...so you could highlight if there is any issue with the contact before completing a transaction.
An error occurred while saving the comment Stewart Elsegood
commented
I agree and even be able to export the group detail to excel
An error occurred while saving the comment Stewart Elsegood
commented
Display the Group data for a contact or a customer in the Customer Tab instead of having to go to each individual customer to see what group they are in. Maybe even export the Group data to excel. Currently you can open the Group to see who is listed but not when you are looking at your Customer List.
Stewart Elsegood
supported this idea
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1,142 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.…
An error occurred while saving the comment Stewart Elsegood
commented
we have noticed the recent change in Conacts to allow Deliery addresses as well as billing addresses...great start...but unworkable as the delivey address becomes part of the Invoice address...just with the Itlaicises ATTENTION and the details..
Why cannot we just select the Billing Address or the seperate Delivery addresses as some of our customers have delivery to different addresses.An error occurred while saving the comment Stewart Elsegood
commented
Kelly, Thats music to my years...can you please add me to the contact list when this features is available.
We are a wholesaler and send fabric to customers who have multiple address for their 1. designers who may be working remotely[ more often , these days] . Their 2. bulk warehouse where the contact holds goods for future processing. 3.Fabric cutters who are a different company 4. Overseas destinations.
We currently have to put these address into Xero as a Item so that the information as already in the system and data entry mistakes aren't made but it is a bit crazy esp when the rudimentary Xero reports will include the Item in reports that then make the report meaningless or just inaccurate for mamangement information.
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10 votes
An error occurred while saving the comment Stewart Elsegood
commented
This would be a useful report , as it would show quickly what were your best selling items and if various product groups were trending better or worse in sales.
If one of the features is Send Invoices to SMS....then how about being able to add more mobile numbers into Contact so i can send the SMS to the accounts payable person and not the buyer who is the present limited number of mobile numbers