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30 votes
Freya Pieroz
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4 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.
Freya Pieroz
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5 votesFreya Pieroz
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113 votes
An error occurred while saving the comment Freya Pieroz
commented
The only workaround I've found for this issue is to create a new contact called "Deleted contacts" or similar, and merge all the extraneous contacts to that one, so at least there's only _one_ contact clogging the list.
Now to go through the list one by one to determine which contacts are empty and get to be merged into nonexistence...
Freya Pieroz
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89 votesFreya Pieroz
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5 votesFreya Pieroz
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36 votes
An error occurred while saving the comment Freya Pieroz
commented
It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)
Freya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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10 votesFreya Pieroz
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8 votesFreya Pieroz
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87 votesFreya Pieroz
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173 votesFreya Pieroz
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27 votes
An error occurred while saving the comment Freya Pieroz
commented
If [Day] was available as a placeholder, then we'd be able to use something approximating [Day-1] [Month-1] to get the right reference for a recurring invoice scheduled to create itself on the first of every month.
But it's not.
Freya Pieroz
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87 votesFreya Pieroz
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6 votes
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
Freya Pieroz
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770 votes
An error occurred while saving the comment Freya Pieroz
commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
Freya Pieroz
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506 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Freya Pieroz
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67 votes
An error occurred while saving the comment Freya Pieroz
commented
I've got a cropped screenshot of two of the bills list views; I used two windows and shifted the one on top until they were superimposed and the differences more visible and easier to screenshot. Same browser, same font size, same client.
On the left is the five most recent bills (including two prepayments) as displayed on All Bills. On the right is four of the same five bills, but on the Awaiting Payment page, where those four take up the same space as the five on All Bills (the fifth fell off the bottom of my cropped screenshot).
Something is messed up in the formatting around the tickyboxes, and that's driving some of the excessive vertical white space.
An error occurred while saving the comment Freya Pieroz
commented
I'll repeat this comment in a bunch of places, but I complained to a friend of mine that I was considering learning how to code in order to figure out where the CSS was Bad, and he found me a Chrome extension that's helped me fix a bunch of the table formatting issues and then save the settings so I can apply them to a bunch of pages. Stylebot will only work until Xero changes the formatting again and breaks the custom style sheets, and then I'll have to update them all, but at least I can scan the list of bills without scrolling or turning my head now.
An error occurred while saving the comment Freya Pieroz
commented
My 'favourite' thing to add to this is that all the bill views can be set to Compact View... except the list of Repeating Bills.
Freya Pieroz
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4 votesFreya Pieroz
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@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?