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  1. Invoices - Date columns for individual line items

    254 votes

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    150 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for continuing to share your feedback and explain how important it is to be able to add dates to individual line items on invoices.

    While this specific idea isn't directly in our pipeline at present, we're looking more broadly at how we may extend documents to better suit more of our customers' needs. We'll be taking this idea into close consideration as part of that work.

    For now, as noted in my last update the best option to accommodate this in lieu of a direct field is to add the detail to the Description field of the line.

    If there's any progress, we'll be sure to let you all know here.

    Marc Cicatello supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    265 votes

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    160 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share how much time this workflow can take.

    Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.

    Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.

    We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…

    Marc Cicatello supported this idea  · 
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    Marc Cicatello commented  · 

    very critical to us as well..frustrating that this is not available