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5 votes
Bokkie Fourie
supported this idea
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467 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment -
119 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
An error occurred while saving the comment Bokkie Fourie
commented
I need the ability to create different price lists for existing products and services. My need does not justify implementing a third party inventory management system as that is not the objective.
Our business is a self-catering guest farm where pricing for accommodation units and/or related services vary based on seasonal requirements as well as annual price adjustments.
Example:
Annual price adjustments are done in conjunction with our financial periods which ends on 28 February every year. For bookings up to and incuding the current financial year (in this case 28 Feb 2024) the existing item prices for products and services are fine.
However if we receive enqueries and/or bookings for any date in a future financial period (e.g. 1 March 2024 to 28 Feb 2025) we have to manually adjust the line item prices in quotes and/or invoices.We recently migrated from Sage Online Accounting to Xero to gain access to a Booking and Property Management system (Room Raccoon) that is integrated with Xero.
The price list feature that does not seem to be available in Xero is a standard feature in Sage as well as many other accounting packages.
I have some software product development background and experience, and cannot see that development and implementation of price lists associated with products/services and Contacts for purposes of quotes and invoices can be that complicated?!
Bokkie Fourie
supported this idea
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676 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Bokkie Fourie
supported this idea
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An error occurred while saving the comment Bokkie Fourie
commented
We need to be able to add GL (general ledger) account names in line items for Purchase Order documents sent to suppliers.
In invoices, credit notes and qoutes there is <<ItemCode>> for defined products and services.
However, for purchase orders to service providers and/or suppliers we typically allocate the costs directly to the appropriate GL account. I know that I can already select the GL account when I generate the PO, but I would also like to display this in the PO line item, e.g. (something line) <<GLAccountName>> instead of <<ItemCode>>. Also I dont want to create Item Codes for GL expense accounts that already exist.
We recently migrated from Sage Accounting to Xero in following a third party app that we want to use (including onselling of Xero integration functionality).
I cannot believe that such a basic reporting feature as account ageing is not a standard inclusion in Xero statements.
If you (Xero) don't wat to develop this feature, then give your paying subscribers the ability to build it into our custom branding documents with field codes!!!