Settings and activity
2 results found
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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Arvydas Veismanis
commented
Automatic sending of the activity statement at the end of the month
I am very surprised that Xero does not have an automatic statement-sending feature at the end of each month. This is a vital feature for this type of application. It is simply useless without such a feature. Imagine that you have over 10K clients and you have to send them statements manually at the end of each month. This is simply absurd. Maybe we need to look at other platforms.
Arvydas Veismanis
supported this idea
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135 votes
Hi all, thank you for contributing to idea here. While our Inventory team have reviewed the idea for custom / tiered price lists in Xero, we want to be open that we do not have development planned for enabling more extensive Inventory management like this.
There are many Inventory apps that connect with Xero and offer these types of services and more - You can explore these on Xero App store. To be transparent we will update the status to not planned - If there is any change to this we will share with you here.
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Arvydas Veismanis
commented
Every business has several levels of customers that have different selling prices. Why can't an item have 3 or 4 selling prices? Now I enter the same item into the system with different coding. The same item is entered into the system three times, but with different selling prices.
Is this a tool that is not relevant to everyone?
Arvydas Veismanis
supported this idea
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I found that this topic is more than 10Y old. It is a disaster!!! This shows the program developers' lack of understanding of how an accounting program should work.
I am very surprised that Xero does not have an automatic statement-sending feature at the end of each month. This is a vital feature for this type of application. It is simply useless without such a feature. Imagine that you have over 10K clients and you have to send them statements manually at the end of each month. This is simply absurd. Maybe we need to look at other platforms.