Settings and activity
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160 votes
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Josh Moore
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195 votes
An error occurred while saving the comment Josh Moore
commented
Since Xero haven't committed to developing this feature yet, the app BeanBox solves these exact problems. Here's the link: https://www.beanbox.app/
It gives instant automated forecasts for repeating invoices for the next 12 months (and 36 month forecasts are coming soon). Plus it shows reminders about repeating invoices that are expiring, it shows forecasts by tracking codes too if you're using those in Xero, forecasts per customer, and it gives the ability to search and filter across your repeating invoices in ways that you can't do in Xero, to quickly find repeating invoice line items. There are options to export all your repeating invoices and forecasts to Excel too.
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1 voteJosh Moore
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8 votes
An error occurred while saving the comment Josh Moore
commented
I would like to be able to filter the Aged Receivables Summary report to only show clients with overdue invoices. I have a long list of clients who pay their invoices on time. They appear in the "Current" column, however, I would like the option of viewing the Aged Receivables Summary report with ONLY clients with overdue invoices showing. This means we can focus quickly on who needs to be followed up, by what amounts and how far they're overdue.
The Aged Receivables Detail report has the option of filtering by due date, but the summary report does not.
In addition, Xero currently assigns any invoice that is due today to the "< 1 Month" column, but I think it should actually be assigned to "Current", until it is overdue. An invoice that is due today isn't yet overdue, so should still be in "Current".
My ideal then is to have the option to hide the "Current" column and hide all clients who only have figures in the "Current" column.
Josh Moore
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2 votesJosh Moore
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478 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Josh Moore
commented
Currently, invoice reminders are sent out at around 4am in the morning.
Separate to this, bank feed data is imported in the middle of the night too. This means that if a customer's payment appeared in the bank yesterday, it won't appear in Xero until today, but the invoice reminder was automatically sent early in the morning before we could reconcile the payment.
e.g. Invoice due 20th of the month.
First invoice reminder set for 4 days late (24th).If the customer pays on 23rd and it arrives in our bank account that same day, this will only appear in Xero on the 24th because the bank feed refreshed overnight. We will reconcile it on the morning of the 24th, however, the invoice reminder will have already been sent at 4am that morning.
The issue is caused by the invoice reminders going out early in the morning, before we have had a chance to reconcile the payments.
Suggested fix: Change the invoice reminder time to 1pm or later in the day. This will mean that we have an opportunity to reconcile yesterday's payments before the invoice reminders go out.
Note: Moving the invoice reminders back a day does not fix this issue. If we moved the invoice reminders to 5 days instead of 4, the exact same issue happens if the customer pays 4 days late. They will have already paid the day before but will receive an invoice reminder.
Josh Moore
supported this idea
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Totally agree with the need for this! There is another request very similar to this, asking for the trading name to be shown instead of the legal name. You can vote for it here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47771597-new-invoicing-when-sending-show-organisation-s-t