Settings and activity

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1. Bills - Filter and view bills by tracking category

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   submitted  ·  27 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Patrick Bartholomew commented  ·  04 November, 2023  ·  Edit…  ·  delete…

   We have clients who this feature would be very useful for, in speeding up the payment run process. Hopefully it would be possible for this feature to be added in the near future?

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   Patrick Bartholomew supported this idea  ·  03 November, 2023

2. Invoice Reporting (Payables) - Ability to include Planned Date as a separate column

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Patrick Bartholomew supported this idea  ·  03 November, 2023

3. Purchase Orders - Physical Address as default delivery address

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

   I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

   In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal Address instead. We have help about how you can create an advanced invoice template that you can draw into.

   Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

   I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

   In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal… more

   Patrick Bartholomew supported this idea  ·  08 February, 2023