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1 vote
Thanks for the feedback, Jodi. When you say you'd like to add the Due date I'm guessing this would be as a column to the report? One thing that would make this tricky is where you have multiple due dates for a customer with multiple invoices in the period the reports being run - what date would you expect to show here?
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Jodi Williams
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7 votesJodi Williams
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146 votes
Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.
Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.
We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.
We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.
Jodi Williams
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44 votesJodi Williams
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51 votes
Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.
While there’s no merge function right now, there are a couple of options that might help:
- You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
- In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.
After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.
Jodi Williams
supported this idea
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410 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
An error occurred while saving the comment Jodi Williams
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If it's not possible to have our emails appear in our Sent Items in our email programs, could you at least provide us with the ability to set our outgoing emails to 'send me a copy' as a default setting?
Yes. Good point.
I guess, I'm after a report that appears and functions just like the "Invoices Awaiting Payment" tab. This screen is a perfect display of all the information I need, in clear,/simple format, and I am able to filter it by any of the columns I choose e.g. Due Date, Reference etc. I have not been able to produce a report like this in either 'Aged Receivables Summary' or 'Aged Receivables Detail' no matter how I add/remove columns. Each of those reports have their limitations on information (columns) that can be added. Or they contain too much detail that makes it difficult to read. If you are able to tell me how to generate a report that looks exactly like the 'Awaiting Payments' tab I'd be very grateful :-D