Settings and activity
5 results found
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33 votes
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Kirstie Watson
supported this idea
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9 votes
An error occurred while saving the comment Kirstie Watson
commented
This is CRITICAL to our business. We have 2 separate bank accounts and currently its time consuming going into the customers financial settings to see which account they pay into. This has caused me no end of issues when the wrong branding has been sent on the statement. If it is automatically done for invoices, why cant it be the same for statements, quotes etc. This surely should be a 'Basic Function' of Xero
Kirstie Watson
supported this idea
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9 votes
Thanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster.
As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks
Kirstie Watson
supported this idea
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6 votes
Hi Kirstie
Thanks for sharing this idea about setting future prices for inventory items.
It's now up to the community to get behind and support your idea. Other members can now add their votes and comments about how this could also benefit them.
In the meantime, you'd need to edit the price at the relevant date, either manually or by exporting and importing your items if you need to update lots of prices at the same time.
Kirstie Watson
supported this idea
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Kirstie Watson
shared this idea
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32 votes
Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.
However, if anything changes in this space, we’ll update you on this idea!
An error occurred while saving the comment Kirstie Watson
commented
I'm not sure if this helps but with some of my customers have P.O's for every order, which over the month can mount up. Instead of sending a separate invoice for each P.O - in the description field, I press enter at the beginning of the product description line, to give me a line above and do the following to add the P.O number, date and Delivery Note number:
P.O 1234 - 23.05.25 - DN 1234
product description detailsthat's the only workaround I've found. The details show up on the customers invoice.
Hope this helps 😊
This is CRITICAL to our business. We have 2 separate bank accounts and currently its time consuming going into the customers financial settings to see which account they pay into. This has caused me no end of issues when the wrong branding has been sent on the statement. If it is automatically done for invoices, why cant it be the same for statements, quotes etc. This surely should be a 'Basic Function' of Xero