Settings and activity
58 results found
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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.
Daniel Harcombe
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507 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Daniel Harcombe
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309 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Daniel Harcombe
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276 votesDaniel Harcombe
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5 votesDaniel Harcombe
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437 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Daniel Harcombe
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12 votesDaniel Harcombe
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12 votesDaniel Harcombe
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7 votesDaniel Harcombe
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34 votesDaniel Harcombe
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47 votesDaniel Harcombe
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9 votesDaniel Harcombe
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52 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Daniel Harcombe
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41 votesDaniel Harcombe
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16 votesDaniel Harcombe
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23 votesDaniel Harcombe
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43 votesDaniel Harcombe
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41 votesDaniel Harcombe
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30 votesDaniel Harcombe
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24 votesDaniel Harcombe
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Import the tax depreciation schedule into tax return
Quantity Surveyor Reports (QSR) are often provided in Excel format, would be great for these to be able to be imported into a tax return & Xero Blue