Settings and activity
28 results found
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258 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Suzette Edwards
supported this idea
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265 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Suzette Edwards
supported this idea
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16 votesSuzette Edwards
supported this idea
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56 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
An error occurred while saving the comment Suzette Edwards
supported this idea
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80 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
Suzette Edwards
supported this idea
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27 votes
An error occurred while saving the comment Suzette Edwards
commented
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
Suzette Edwards
supported this idea
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103 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
An error occurred while saving the comment Suzette Edwards
commented
Hi Kelly,
Attached is a screenshot of a report. I would LOVE to be able to adjust the columns. For one thing, the date column is way too wide. On other reports it would make life much easier as well. In addition, it would be nice to be able to reorder them.
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5 votesSuzette Edwards
shared this idea
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Make financial statements output in account code order even if account codes aren't shown. I've noticed that the statement does NOT come out in the same order. When account codes are not shown, the financial statements. See the attached PDFs to see the difference. Financial statements should always print in Account number order.