Settings and activity
6 results found
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432 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Stuart Payne
supported this idea
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142 votes
Hi team, pleased to share another update as progress moves along in this space.
We'd now doing some early testing of the teams concepts for being able to bundle inventory in Xero.
With the high interest for this in the idea, we'd like to offer the opportunity to be involved in the process - If you'd be willing to give some of your time to share back with the team, we'd love you to fill in this short questionnaire ✍️
While this will be limited to a small group, we'll keep you updated on the outcomes, here. Thanks!
Stuart Payne
supported this idea
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55 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
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30 votesStuart Payne
supported this idea
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270 votesStuart Payne
supported this idea
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An error occurred while saving the comment Stuart Payne
commented
It has been way too long forcing clients to manually change pricing or make changes to repeating invoices! Please fix this ASAP!
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18 votesStuart Payne
supported this idea
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Even Quickbooks has some better Inventory features than Xero...
I was surprised to learn I could bundle Items into saleable combos there, but cannot here. That's pretty embarrassing, Xero.
Give us better Inventory!!!! Hopefully Inventory Plus would allow this, and I would hope at not an exorbitant additional cost, you're expensive enough.