Settings and activity
3 results found
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132 votes
Thanks for sharing and feeding back through this idea, community. While our team are reviewing the behaviours of date fields in new invoicing - It may help to clarify how due date works in conjunction with defaults to define how these are working in your organisation at present. Basically put, every time you change an Issue date this influences the Due date, which is a slight change to classic invoicing.
Currently, there are two defaults that can be set in Xero, within Invoice Settings and within an individual Contact records.
Invoice Settings due date is a blanket for any invoice raised in the org, if you set a Contact due date this will override the Invoice Settings due date when you select that Contact when invoicing.
When you change the Due date of an invoice, and then edit it's Issue date this will trigger any defaults you have set up…
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8 votes
Nicola Harvey supported this idea ·
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252 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Nicola Harvey supported this idea ·
New invoicing no longer has option to add +30 etc for the due date, without several clicks to get the date we need. We cannot add 30/4/24 for example either, it just resets back. These were basic functions that worked very well and were very quick to input. A good proportion of UK companies with terms would have standard terms of 30 days as well as 7 or 14. Without the option to +30 or 30/4/24 it is slowing down generating an invoice in an area that should not be as delayed or complicated as this has now been made. Please add this functionality back.