Settings and activity
40 results found
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44 votes
Annie Lindale
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6 votesAnnie Lindale
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17 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
Annie Lindale
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4 votes
Hi Emily, there's no way or immediate plans for enabling differing payment terms per contact on invoicing atm.
Right now, if you have differing payment terms for different sets of customers, they way to represent these differences would be through the use of invoice templates.
You can then set a default branding/template to be applied to each of your contacts which'll be auto applied when you raise and send an invoice for them.
Annie Lindale
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2 votesAnnie Lindale
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26 votesAnnie Lindale
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4 votes
Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
Annie Lindale
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11 votesAnnie Lindale
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4 votes
Thanks for the feedback about our forums here themselves, Freya.
Appreciate wanting to get a view of the ideas you've started.
It's not possible on the platform itself currently, however if you select the option to 'Export my data' from your Settings and Activity page you'll receive a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online
Annie Lindale
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22 votesAnnie Lindale
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3 votes
Hi Daniel, when you say the report you produce - could you share the specific report or page you're viewing where you'd like to see this detail? Thanks!
Annie Lindale
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3 votesAnnie Lindale
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9 votesAnnie Lindale
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13 votes
Thanks for sharing in Product Ideas, Asheka - To better understand your idea and how the team could look to solve, could you share more detail on what detail you'd regularly look to edit on the invoice?
Or, would this flow be more helpful when approving invoices from a 'Draft or Awaiting approval status?
Annie Lindale
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38 votesAnnie Lindale
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2 votesAnnie Lindale
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6 votesAnnie Lindale
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955 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Annie Lindale
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38 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Annie Lindale
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61 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Annie Lindale
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