Settings and activity
9 results found
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1 vote
Luke Rawsthorn
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23 votes
Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.
We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.
An error occurred while saving the comment Luke Rawsthorn
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7 votes
Hi Ruta, apologies for the delayed response. I can see what you mean and appreciate the example you've provided (Thanks!).
From the looks, although not an exact statement format, the Receivable Invoice Summary report would show the details you're in need of here.
Within this report you can include Net/Gross columns of the invoiced amounts and also have Payments/Credits shown in a separate column.
You'll also be able to filter the report by Contact so you could export for a single Customer if that helps too.
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
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324 votesLuke Rawsthorn
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11 votesLuke Rawsthorn
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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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581 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Luke Rawsthorn
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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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31 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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223 votes
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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2 votesLuke Rawsthorn
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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.