Settings and activity
8 results found
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107 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
Jemma Willett
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28 votesJemma Willett
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35 votes
An error occurred while saving the comment Jemma Willett
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6 votesJemma Willett
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4 votesJemma Willett
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4 votesJemma Willett
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20 votes
Hi team, rounding back on this one again. Thanks for raising this with us, our team have confirmed they have been looking at this behaviour and are looking to make a change to default the cursor to the Contact field. I'll move to working on it and we'll keep you updated here :)
Jemma Willett
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564 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Jemma Willett
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An error occurred while saving the comment Jemma Willett
commented
Defo unapprove bills and invoices function needed
This needs to be added to xero as a function ASAP - how can you manage as a bookkeeper when orders are still going through because your can't place the customer on hold !