Settings and activity
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95 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
Lucy Barker
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101 votesLucy Barker
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1,077 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Lucy Barker
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451 votesLucy Barker
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An error occurred while saving the comment Lucy Barker
commented
Completely agree with the comments below - this is a basic vital function that should be included urgently. It seems crazy that you can't put invoices or Bills on hold!
I logged direct with Xero as to why after so many comments this still hadn't been actioned (at first I was told this was a new idea and that I should add to this product idea site) and below is the response;
We receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team.
A rarely submitted feature request might be superb and very valuable but may be competing against a common request that may be perceived to be less valuable. We do try to take all elements into consideration.
The reason we don't make our Development Plan public is so that we can retain flexibility regarding features included in releases. We do mention some planned features on our blog, but as others are more susceptible to change, we'd rather under-promise and over-deliver than vice versa.
We really hope you understand the complexities involved and don't feel we're ignoring you even though the features you've requested aren't immediately included. We also hope you continue to submit your feedback, suggestions, frustrations and comments as this really does help us to improve Xero.
Feels like an automated response to me.