Settings and activity
10 results found
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260 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Luke Rawsthorn
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2 votesLuke Rawsthorn
shared this idea
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26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
An error occurred while saving the comment Luke Rawsthorn
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44 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
An error occurred while saving the comment Luke Rawsthorn
commented
I agree - clients only want to see 1 report showing there full activity. Why would you provide 2 statements? Creates a lot of extra work for no reason for all parties involved.
Luke Rawsthorn
supported this idea
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411 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Luke Rawsthorn
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13 votesLuke Rawsthorn
supported this idea
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An error occurred while saving the comment Luke Rawsthorn
commented
This is again an expected basic function of a financial system which is not included in Xero, a functionality my clients and my practice require.
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655 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Luke Rawsthorn
supported this idea
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An error occurred while saving the comment Luke Rawsthorn
commented
It is absolutely apparent that Xero has been developed and continues to be developed for business owners that do not know what they are doing regarding finance and accounting. When professionals ask for the most basic and required functionalities expected of a financial system, we are given a watery, unknowledgeable and pathetic response. Get your basics right, Xero!
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36 votes
An error occurred while saving the comment Luke Rawsthorn
commented
This is really important for us and our clients, too.
Luke Rawsthorn
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294 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
An error occurred while saving the comment Luke Rawsthorn
commented
Branding is an important part of the practice. Attention to detail is one of the core competencies of our business and having a lack-lustre statement template does not show positively for branding purposes and projects an image of unprofessionalism.
Luke Rawsthorn
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5 votesLuke Rawsthorn
shared this idea
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Provide detailed changes to invoices and bills after approval such as date changes, client / vendor, invoice value, line item value, tax values, description.