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  1. 'Include with the online invoice' setting in templates for all invoices

    3 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Sarah Taylor shared this idea  · 

  2. Customer Statement - Send an overdue invoice statement

    325 votes

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    52 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

    We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

    We'll be sure to share further updates on this with you all, here.

    An error occurred while saving the comment
    Sarah Taylor commented  · 

    I second the idea to have placeholder for the customer account number, this would be very convenient for when they make their payments. Currently the biggest limitation with placeholders for me is the Overdue Balance. This would significantly simplify and speed up my Bad Debtor process if I could send clear emails stipulating exactly how much is overdue and now many days overdue it is. Looking forward to seeing this improvement from Xero, I hope to see it soon

    Sarah Taylor supported this idea  · 

  3. Reporting - can we combine two report in xero?

    4 votes

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    It's not possible to directly combine reports in Xero, however it'd be good to better understand your needs here to determine if there is something that can work for what you're after. 

    Right now, you can use the Blank report to create a custom report of your own, or you could look to create a Management report pack where you can select multiple reports in Xero create a single pack of these together. 

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    Sarah Taylor commented  · 

    I am looking to combine my Aged Payable Details report with the Aged Receivable Details report so when I export they will be on separate spreadsheets in the Excel/Google Sheets. The intention for this is every month I do a cross check of an intercompany account and manually draft each report to combine.