Settings and activity
5 results found
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247 votes
Zolani Tyobeka
supported this idea
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3 votes
Hi Zolani, is there any reason you'd like this specifically within the customer statement?
Our Receivable Invoice Detail report may be of help to calculating the costs you're after, instead?
You can select to include Net, Gross or tax columns in the report so you can see the breakdown when the report is run. If you only need to view for a single contact you'll be able to add a filter where you can select the contact you'd like to run the report for.
Zolani Tyobeka
shared this idea
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594 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Zolani Tyobeka
supported this idea
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44 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
Zolani Tyobeka
supported this idea
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422 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.
Zolani Tyobeka
supported this idea
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