Settings and activity
9 results found
-
83 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
An error occurred while saving the comment An error occurred while saving the comment 
Kerry Weaver - E. Davies Chemicals Ltd
commented
Can you not at least have the visibilty that the customer has been placed 'on stop' Even a button which changes the font colour in contacts to Red and the date it was placed on stop, this would be a great start
At the moment I have to read through all my notes to see where I am at in the credit control process with a particular customer - time consuming when I have over 700 customers
Kerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
36 votes
Thanks for raising this with us team.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers!
An error occurred while saving the comment Kerry Weaver - E. Davies Chemicals Ltd
commented
This is an awful statement template - Our customers just want to see a list of invoices due with dates and vat breakdown, exactly like the Pdf attachment, please change the front screen it is causing distress when customers are on a payment plan
Kerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
4 votes
Great to hear you find the Net profit or loss widget useful! We're continuing to stay close to the pulse of feedback on the homepage here, so I'll be sure to let you know if there are any plans made for adding Gross profit or loss.
Kerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
7 votes
Hi there,
Thanks for your feedback! It makes complete sense that you’d want the same visibility on your desktop as you have on your mobile app, especially when you're trying to track your financial position for the full year.
I’ve classified this as Gaining Support. While you can see this data by clicking through to your full Profit and Loss report, I agree that having a "Financial Year" toggle directly on the Dashboard widget would be a great efficiency win.
I've updated the title of your idea to "Dashboard - Add 'Financial Year' option to the Profit and Loss widget" to help other users find and vote for it.
Kerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
11 votes
Hi team, thanks for the feedback we've received on this idea. We'd like to highlight that on the new homepage, you'll find Net Profit & Loss is a widget, on the widget you'll find there are a few different date selections.
I appreciate this doesn't quite achieve the monthly comparative as shown in the screenshot and we'll continue to keep this idea open for votes and share if there are improvements planned.
An error occurred while saving the comment Kerry Weaver - E. Davies Chemicals Ltd
commented
A profit and loss widget for THIS MONTH would be very useful
Kerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Kerry Weaver - E. Davies Chemicals Ltd
shared this idea
·
-
57 votesKerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
88 votesKerry Weaver - E. Davies Chemicals Ltd
supported this idea
·
-
2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Kerry Weaver - E. Davies Chemicals Ltd
shared this idea
·
Can you not at least have the visibilty that the customer has been placed 'on stop' Even a button/slider which changes the font colour in contacts to Red and the date it was placed on stop, this would be a great start
At the moment I have to read through all my notes to see where I am at in the credit control process with a particular customer - time consuming when I have over 700 customers
It is not just about credit limits, its about overdue accounts which require chasing, placing on hold and ultimately Court proceedings - this type of information is crucial to a business and the credit control team and needs to be easy to see on the contacts page.
this is a basic function, Sage manage it with on hold tick box
Contrary to what you are saying Hannah G Admin, this needs urgent attention - please reconsider