Settings and activity
5 results found
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126 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
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Fahim Ahamed
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9 votesFahim Ahamed
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28 votes
Hi team, we appreciate this idea is gathering interest and we're continuing to keep a close watch on the support this receives.
While we don't have immediate plans for enabling an option to search by description directly from the Sales search, we'd like to highlight another option that you may find handy - You can use JAX to query and return results about your invoices.
See the example provided in my screenshot 😊
Fahim Ahamed
supported this idea
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69 votes
Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.
That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.
With JAX, you can ask questions about your invoices, such as:
- “Show me invoices from the last 30 days that include <product or description>”
- “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”
While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks
Fahim Ahamed
supported this idea
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11 votes
An error occurred while saving the comment Fahim Ahamed
commented
I agree
Fahim Ahamed
supported this idea
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Having the number of days overdue displayed on customer statements should be a basic, standard feature.
We are well into the 21st century, and businesses rely on clear, accurate information to manage outstanding accounts and communicate effectively with customers.
Displaying something as simple as “30 days overdue” or “60 days overdue” against outstanding invoices is hardly an unreasonable requirement.
Unless there are genuine technical limitations preventing Xero from implementing this, it is difficult to understand why such a fundamental accounts receivable feature is still missing.
Xero, please prioritise this.