Settings and activity
39 results found
-
44 votes
Tracey G
supported this idea
·
-
30 votesTracey G
supported this idea
·
-
20 votesTracey G
supported this idea
·
-
26 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
Tracey G
supported this idea
·
-
7 votesTracey G
supported this idea
·
-
213 votesTracey G
supported this idea
·
-
153 votesTracey G
supported this idea
·
-
4 votesTracey G
supported this idea
·
-
63 votesTracey G
supported this idea
·
-
17 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Tracey G
supported this idea
·
-
12 votes
An error occurred while saving the comment Tracey G
supported this idea
·
-
67 votesTracey G
supported this idea
·
-
3 votesTracey G
supported this idea
·
-
21 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
An error occurred while saving the comment Tracey G
commented
I have this difficulty and put the Business name in the address. Not perfect..but the name is in there
Tracey G
supported this idea
·
-
74 votesTracey G
supported this idea
·
-
7 votesTracey G
supported this idea
·
-
14 votesTracey G
supported this idea
·
-
69 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Tracey G
supported this idea
·
An error occurred while saving the comment Tracey G
commented
Invoices - Edit font, bold or underline, with a pop out feature
Be nice to be able to do light text edit in the invoices sent to customers as entering the invoice.
Eg. I invoice multiple facets of a job and underlining or bold each section 'heading' would be useful.
A pop out similar to how it is now handled with online emails with a pop out would be very helpful.
I understand that you can use seperate lines but nothing that stands out to the eye when you are skimming a multipage document.
thank you.
-
89 votes
An error occurred while saving the comment Tracey G
commented
I agree - it would be awesome to Print pdf and choose a 'printer' or 'save as PDF'.
We still print multiple of each invoice depending on the job taking place due to various stakeholders needing to be aware of what is happening - manually.
To Print a pdf:
Click Print PDF
Click 'leave as is'
Open pdf from bottom of web page
Click print
Choose Printer.Would be nice to skip some of these (time wasting to this workplace) steps.
thank you
or BOLD the lines of the outstanding invoices to save:
1. printing the statement
2. marking the page
3. scanning marked statement
4. emailing the statement
so the customer/s can see the outstanding invoices easily as each outstanding invoice will be BOLD.