Settings and activity
8 results found
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86 votes
Mercy Ubani
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57 votesMercy Ubani
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153 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
An error occurred while saving the comment Mercy Ubani
commented
You can change the default template to a custom branding theme by dragging it to the top of the page of the invoice settings page. But other document types will adopt the template layouts in the custom branding theme unless contact settings override this or the document was created before the new template was made (I believe). So you need to check these also meet your needs.
I don't think you can set a default for Statements only (i.e., use a default custom theme for Statements and a default standard theme for invoices). But this may not matter depending on what you send out from Xero.
https://central.xero.com/s/article/Set-default-invoice-quote-templates
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220 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Mercy Ubani
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58 votesMercy Ubani
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138 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Mercy Ubani
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33 votesMercy Ubani
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47 votes
Hi community, there isn't currently the ability to select and choose which invoices you'd like to bundle and send together. However, we recently released the ability to include an online statement link when sending Outstanding statements to your customer which may solve for some of the needs here.
If you've set up Stripe as a payment service the customer can select and choose which invoices to pay from the online statement - Find out more in Xero Central.
Mercy Ubani
supported this idea
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Great suggestion and would be an absolute time saver.
I normally have multiple credit card transactions that I would like to be able to reconcile against a single bill received from our job management software. It would be great to be able to 'select multiple' and match to single bill without going through the 'split bill' process for each individual transaction as well described by https://productideas.xero.com/users/6396911824-alison-whelan
I think this idea would go hand in hand with sorting and filtering of the bank reconciliation screen (link below) depending on how that idea is being developed. It would be great to be able to search for transactions that meet a specific criteria, e.g., contains certain keywords in the description or a payee name > select all > match.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993227-bank-reconciliation-sort-and-filter