Settings and activity
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52 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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Louise Thomas
supported this idea
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82 votes
Hi everyone, we thank you for your contributions and valuable feedback through this idea.
We've now released a new Invoice Template editor that'll eventually replace the older standard branding. This is a feature we're continuing to develop, and intend to expand to other document types in time (including statements).
Our product team are already starting to look into support for statements in the new editor and plans are to use the Long Reference as I know some of the feedback here has requested.
Being upfront here, we don't have any plans to enhance docx templates to enable adding the invoice links, however we plan to support majority of our customers needs in customising documents with the new editor long term.
Louise Thomas
supported this idea
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An error occurred while saving the comment Louise Thomas
commented
Considering how bad the standard statement layout is, it is not good enough that it can't be put into a custom statement. Surely this is not hard, just Xero providing the custom field code?!
Our professional indemnity insurers require an income split by state and country, surely even a search and categorise by state would not be too hard?!
The work around I have done is create contact groups of each state, and yes go into each and every contact and allocate them to the appropriate group, and yes that is very archaic to do.