Settings and activity
24 results found
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10 votes
Jill Wardle
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139 votesJill Wardle
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12 votesJill Wardle
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44 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Jill Wardle
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10 votes
Quick turn around, as we were able to roll this out rather fast 😁!
You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
It’d be great to get feedback - if this helps with your needs here.Jill Wardle
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21 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
Jill Wardle
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9 votesJill Wardle
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8 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
Jill Wardle
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4 votesJill Wardle
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54 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Jill Wardle
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20 votesJill Wardle
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40 votesJill Wardle
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116 votesJill Wardle
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18 votesJill Wardle
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29 votesJill Wardle
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20 votesJill Wardle
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12 votesJill Wardle
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149 votesJill Wardle
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48 votesJill Wardle
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248 votesJill Wardle
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