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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Jessica Brooks
supported this idea
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188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Jessica Brooks
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7 votesJessica Brooks
shared this idea
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11 votesJessica Brooks
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194 votesJessica Brooks
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135 votesJessica Brooks
supported this idea
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225 votes
Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.
I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:
- A 60-minute video interview where we share early concepts and ask for your feedback
If you'd be interested in participating and giving your time, please complete this short survey -
- Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁
Jessica Brooks
supported this idea
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181 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
Jessica Brooks
supported this idea
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