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5 votes
Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
Freya Pieroz
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53 votes
Thanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.
Freya Pieroz
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3 votesFreya Pieroz
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8 votes
Hi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
Freya Pieroz
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16 votesFreya Pieroz
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32 votesFreya Pieroz
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12 votesFreya Pieroz
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147 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Freya Pieroz
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5 votesFreya Pieroz
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8 votes
An error occurred while saving the comment Freya Pieroz
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2 votesFreya Pieroz
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5 votes
Perhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
Freya Pieroz
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57 votesFreya Pieroz
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3 votesFreya Pieroz
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7 votesFreya Pieroz
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2 votes
Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
An error occurred while saving the comment Freya Pieroz
commented
(please note that I do not want the ability to add files to the invoice to be removed, I would merely like to be able to add files to the email when sending the invoice as well)
An error occurred while saving the comment Freya Pieroz
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Hi Kelly, yes, I'd like to be able to add the extra files while in the "Send email" screen. I often start the process of sending invoices and only _then_ realise when I'm reviewing the email that I haven't attached everything that needs to be attached to the invoice - and you can only attach files to the email if they've been attached to the invoice, before you start the process of emailing.
Freya Pieroz
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10 votesFreya Pieroz
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2 votesFreya Pieroz
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16 votesFreya Pieroz
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5 votesFreya Pieroz
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@Melvyn Simonson - actually, I use YYYYMMDD all the time for file naming, because then sorting by name gets a chronological order. It's not common, but the ISO 8601 standard is YYYY-MM-DD or YYYYMMDD for international communication of date-related data, because it removes ambiguity.