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  1. 250 votes

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    Shannon McMonigal commented  · 

    I agree with this & a lot of comments here.
    Xero currently has the functionality to automate single invoice reminders, surely it's possible to automate monthly statement emails.
    Having invoices sorted by due date rather than invoice date would make so much more sense, currently it's way too easy for a customer to miss an overdue invoice that was dated later than older invoices with a longer due date.
    Having overdue dates stand out - maybe making the text red should be easy enough - conditional formatting on any dates occurring in the past or something.
    Having a breakdown between balance overdue & current balance due at the bottom of the table would be great. A table with a breakdown of overdue ageing would be even better. I know it's possible to insert IF statements into a word doc so it should be easy enough for the developers to enter into the standard template. Or just add more merge fields to actually let us customise our "custom" templates.

    Shannon McMonigal supported this idea  · 
  2. 117 votes

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    Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊

    As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.

    Shannon McMonigal supported this idea  · 
  3. 9 votes

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    Shannon McMonigal commented  · 

    Yes, I agree! Especially when dealing with a large bill batch, and one payment has dishonoured, it would be so much easier to find the bill & record a payment reversal, then process another payment against it, rather than having to unreconcile the existing batch, find the payments within the batch, create a new spend & receive money, re-reconcile the payment, etc. It's such a waste of time that could be seriously simplified.

    Shannon McMonigal supported this idea  · 
  4. 950 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Shannon McMonigal supported this idea  · 
  5. 10 votes

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    Shannon McMonigal supported this idea  · 
  6. 38 votes

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    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Shannon McMonigal supported this idea  · 
  7. 118 votes

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    Shannon McMonigal commented  · 

    Yep, I accidentally click "approve" instead of "save" sometimes, it would be fantastic if we could revert to draft if it hasn't been marked "sent"

    Shannon McMonigal supported this idea  ·