Settings and activity
47 results found
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222 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Ana Labosky
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70 votesAna Labosky
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17 votesAna Labosky
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28 votesAna Labosky
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13 votesAna Labosky
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2 votesAna Labosky
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15 votesAna Labosky
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273 votesAna Labosky
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24 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
Ana Labosky
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27 votesAna Labosky
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38 votesAna Labosky
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6 votesAna Labosky
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10 votesAna Labosky
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25 votesAna Labosky
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11 votesAna Labosky
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5 votesAna Labosky
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1 voteAna Labosky
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26 votesAna Labosky
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30 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Ana Labosky
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515 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Ana Labosky
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Be able to move around tabs under sales overview and not have to enter search criteria again.