Settings and activity
4 results found
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201 votes
Hi everyone, thanks for continuing to share the details behind your workflows here. We wanted to return with a meaningful step forward for this idea. As some users may have seen, we’ve released the ability to request a Deposit in Xero!
Enveloped in this we recently made an improvement to this so businesses can now set a specific due date when creating a new deposit, and that due date is shown clearly on the deposit request your customer receives.
We appreciate this doesn’t yet deliver the fuller outcome many of you describe here, such as multiple due dates across a full invoice, broader instalment-style payment schedules, or trade-term arrangements on a single invoice. But it's progress in this space.
I’ll be back to confirm once Deposits is completely released to all markets and share how we plan to evolve this further.
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JULIE RUDINGS
supported this idea
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165 votesJULIE RUDINGS
supported this idea
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2 votes
We appreciate you raising this idea, Julie. Having the ability to choose how customer names are displayed on invoice list could make it easier to meet different business, cultural, or regional naming preferences.
We've updated the status of this idea to Gaining Support while we continue monitoring community interest.
Currently, the name shown on an invoice reflects the contact name saved in Xero. If required, you can edit the contact name so it displays in your preferred order.
Your votes and feedback help us understand how valuable configurable name formatting could be.
An error occurred while saving the comment JULIE RUDINGS
commented
Yes, that is correct. All our jobs work with a customer's surname. Otherwise, at a quick glance looking in "All Sales" (that we refer to often), we might have listed 50 Michael's, 20 Sarah's etc. It's less common having multiple duplicate surnames than a first name. Coming from Myob where a customer surname is first, it just seems obvious in accounting to list in order, first a customer's surname and last their first name.
JULIE RUDINGS
shared this idea
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29 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
JULIE RUDINGS
supported this idea
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We have just come over from Myob and desperately missing the function within Myob to enable multiple dates for install (deposit) payments. We request a number of payments prior to a job completion and are shocked Xero doesn't have this facility. Had we know, this would have been a deal breaker for us and we would have stayed with Myob.