Settings and activity
7 results found
-
107 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
Steve R
supported this idea
·
-
855 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Steve R
supported this idea
·
-
4 votesSteve R
shared this idea
·
-
2 votes
An error occurred while saving the comment Steve R
commented
A poor workaround:
If you export contacts, the spreadsheet has the CIS column and you can filter that list outside of Xero.
Xero contacts has Groups, but the group is not part of the contact import/export and adding to that list is a slow manual task.
Xero contacts has "Smart Lists" but CIS status is not one of the built in filters -
45 votesSteve R
supported this idea
·
-
326 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Steve R
commented
New invoicing is slowing me down so much :-(
Having to select a date from a popup instead of type it in.... hey... is there a version of this for people with disabilities who struggle with mouse movements? Maybe there's a setting that would let me type the date again, that would help a little at least.Steve R
supported this idea
·
-
384 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
…
An error occurred while saving the comment Steve R
commented
Thanks for the update Kelly, like many other here, we simply cannot have Xero email the Xero invoice to clients as they get the invoice directly from another system. Two invoices will confuse clients and it's too easy on 'new invoicing' to accidentally send.
My solution for now: remove all the client email addresses from Xero... I hope I don't have to do that by hand!
Steve R
supported this idea
·
OK, the CTRL-ALT-A shortcut to approve rather than clicking the "approve and email" button is a good start.
The CTRL-ALT-Y shortcut to then record a payment is also a good start, but the record payment pop up doesn't allow for typing to select the date/account/etc, so it's still way slower than classic invoicing
It would also be useful to have hints on the page for the shortcuts, I never knew about those until following the link from Kelly's Jan 30th update