Settings and activity
4 results found
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243 votes
Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.
While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.
For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.
If there's any progress, we'll be sure to let you all know here.
An error occurred while saving the comment 
Raz Ritherdon
supported this idea
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An error occurred while saving the comment Raz Ritherdon
commented
For invoices related to services provided (rather than products sold), invoices need to have the date a service was provided.
If I get an appointment with a healthcare provider, their invoice will list the date of my appointment. However I can't do the same for my customers when I provide a service for them.
Yes, I can add the date into the description, but that doesn't work for reoccurring invoices where I wish to invoice a client for a service provided every "Monday and Wednesday" of each week.
I'm kinda surprised that having a date a service was provided isn't part of Xero's system already. Really hoping this can be added ASAP to all individual invoices, and then added to reoccurring invoices later on once you figure out how to do it.
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62 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
An error occurred while saving the comment Raz Ritherdon
commented
We should be able to choose if a contact is a customer or a vendor.
I had a customer pop up as a vendor for some reason. I asked support for assistance to remove them as a vendor because they shouldn’t be there and was told it’s impossible. WTAF. 😳
They told me I should add it as a product suggestion. So… here I am.
Please add two checkboxes that we can choose if someone is a customer or a vendor. Give us the power to choose what someone is, rather than having the system decide for us. Because if the system gets it wrong, there’s nothing we can do about it.
Raz Ritherdon
supported this idea
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37 votesRaz Ritherdon
supported this idea
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8 votes
An error occurred while saving the comment Raz Ritherdon
commented
Just tried to add my Insta page to my company details and was kinda gob-smacked that Xero has listings for Skype (is that even still a thing?), but not Insta.
These days, I would consider Insta and What'sApp to be more relevant than Skype.
Perhaps they should also consider future-proofing these fields by not only adding Insta and What'sApp, but also a blank listing so that companies can list the social media listing that's relevant to them. Be it LinkedIn, YouTube, Tiktok, or whatever the next big social media platform will be.
Raz Ritherdon
supported this idea
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![IMG_3071[1].JPG 7902 KB](/assets/241730954/IMG_3071%5B1%5D.JPG){kind=link}
I don’t understand how this isn’t part of Xero already.
If I invoice my customers for a service I provide, it needs to have the date I provided that service.
And yes, we can go into the details and add the date into the description manually, but that doesn’t work for recurring invoices.
Why is that my calendar on my iPhone has more functionally than Xero?
We should not only be able to set a date, but we should also be able to set recurring dates for recurring invoices.
Eg. My gardener mows my lawns on the first Monday of every month, or a Monday every two weeks, or the 14th of every month.