Settings and activity
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189 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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Stuart Crumpton
supported this idea
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59 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
An error occurred while saving the comment Stuart Crumpton
commented
Being able to understand profit and loss for individual pieces of work or for individual clients is critical to manage our business. This feature is available out of the box within Freeagent and I can't believe this can't be done in Xero.
Stuart Crumpton
supported this idea
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Customers need to see the PO on the invoice as this aids their reconciliation processes. As more of this is automated it becomes even more critical that there is a single field where this is held.