Settings and activity
2 results found
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149 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
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274 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
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Meiliana Foe
supported this idea
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We really appreciate Xero’s simplicity and intuitive design for managing our business finances. However, there are two features that would significantly improve accuracy and efficiency for many businesses:
Sales Order Functionality – Having a dedicated Sales Order module before invoicing would help track confirmed customer orders, manage partial deliveries, and monitor backorders without impacting revenue recognition until the invoice stage.
Separate Posting Date Field – Currently, the Invoice Date is also treated as the posting date in reports. Having a dedicated Posting Date field would allow businesses to comply with accounting policies where document date and posting date differ (for example, when recognizing revenue in a different reporting period from the invoice date). This is standard in many ERP systems and would enhance accuracy in financial reporting.
These additions would not only improve compliance with accounting standards but also help companies better manage their sales and posting timelines without manual workarounds.