Settings and activity
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10 votes
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Daniel Harcombe
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8 votesDaniel Harcombe
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38 votesDaniel Harcombe
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20 votesDaniel Harcombe
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194 votesDaniel Harcombe
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44 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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643 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Daniel Harcombe
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317 votesDaniel Harcombe
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5 votesDaniel Harcombe
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12 votesDaniel Harcombe
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An error occurred while saving the comment Daniel Harcombe
commented
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
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16 votesDaniel Harcombe
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13 votesDaniel Harcombe
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62 votes
Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
Daniel Harcombe
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14 votesDaniel Harcombe
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55 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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44 votesDaniel Harcombe
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25 votesDaniel Harcombe
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27 votesDaniel Harcombe
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47 votesDaniel Harcombe
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33 votesDaniel Harcombe
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Would be great to be able to easily include the Business snapshot in Management Report