Settings and activity
3 results found
-
60 votes
An error occurred while saving the comment 
Simon Chrispin
supported this idea
·
-
1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Simon Chrispin
commented
Can't believe you cannot store multiple individuals' phone numbers under a single company contact name. Xero cannot be used as a contact database.
Please release into front end.Simon Chrispin
supported this idea
·
-
765 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
An error occurred while saving the comment Simon Chrispin
commented
Yes please. A very important part of automation.
Simon Chrispin
supported this idea
·
I would really like this feature for our customers, who are asking for this.
The workaround I have for Receivables is to run and customise the Receivable Invoice Detail Report - include description, invoice total and balance. Then filter = "Approved". That gives a receivables report where the total of the balance column agrees to the Aged Receivables Report.
The thing to watch out for is when you have a part payment of an invoice with multiple lines. I think Xero assumes the receipt is split prorata the total on each line (it can't assume otherwise without more info which). In practice a part payment may relate to one line item and not another.