Settings and activity
6 results found
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37 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
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Jennifer Campbell
supported this idea
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22 votesJennifer Campbell
supported this idea
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An error occurred while saving the comment Jennifer Campbell
commented
We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.
If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.
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4 votesJennifer Campbell
shared this idea
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Jennifer Campbell
supported this idea
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13 votes
Hi team, we're pleased to share that auto sales tax within quotes is now in beta!
If you happened to miss our last update we'd love to extend the invite.
- If you didn't quite get round to signing up last round add your details through our form here.
We'll be back again in the new year, as this feature progresses further. 🙂
An error occurred while saving the comment Jennifer Campbell
commented
While the auto tax feature is nice, there's certainly limitations, which makes using it complicated. When auto tax is activated, the repeating invoices that move to draft etc should have the auto tax feature already featured. Shouldn't have to change each invoice from manual tax to auto tax.
This is especially tedious when subscription-based clients are using the repeating invoice feature. Hundreds of invoices are being put to drafts for some clients.
Jennifer Campbell
supported this idea
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515 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Jennifer Campbell
supported this idea
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Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.