Settings and activity
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23 votes
Jenny Metcalfe
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5 votes
An error occurred while saving the comment Jenny Metcalfe
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I am trying to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero.
Jenny Metcalfe
supported this idea
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121 votesJenny Metcalfe
supported this idea
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401 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Jenny Metcalfe
supported this idea
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This is not just an NZ issue - we need it for Australia too. I need to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero. To be able to run an annual statement for each customer with all the payments that they've made and just to be able to choose the GL accounts that I want - that would be amazing!