5 results found
-
Xero subscription invoice to be added automatically to xero for reconciliation
This should be automatically added to your account, rather than having to save to Xero manually each month
296 votesHi everyone, thanks for your inputs and support in this idea overtime. It makes sense that we should have a mechanism that allows our very own subscription invoices be automatically recorded to Xero with ease.
We've been developing Xero's automation capabilities and as part of this work the team are working on a new flow that'll enable businesses in AU, NZ and Singapore to opt into having their monthly Xero subscription bill sent as an eInvoice directly into their draft bills.
As we get to final stages I'll return to share when businesses registered for eInvoicing can take advantage of this feature. 🙂
-
Contacts - Add IBAN in account number and Swift in Routing number
There is an issue with the new contact edit settings, we cannot add IBAN in account number and swift in routing numberFinancial details. Since we have vendors globally, not everyone have US routing and acct number only. This needs to be fixed since we are relying on the bank details updated in contact
33 votesThanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
-
Projects Reporting - Add invoice number and reference to project reports
I would like to check which invoices are not allocated to a project and check for each project, which invoices have been allocated.
42 votes -
Projects | Profitability - Link to run filtered report
The buttons linking to detailed reports from the project profitability tab don't go to the place they claim. They just take you to a blank report view. Very useless and pretty annoying. The software is almost as buggy as Quickbooks. Anyway, here's a screencast showing what I mean: https://www.dropbox.com/s/5hplwiontob2vq4/uselessButtons.mov?dl=0
2 votesHi Sam, we've recently changed the link for the Project Financials in the profitability dashboard to one that runs the report and filters for the project that you are on.
The other report links won't do this yet, but as we work on the new reports, these will be added.
Thank you for your feedback and let us know if it works out for you!
-
Projects: Reporting - Show transaction detail amounts based on the transactions date
Ability to filter and view results in the Project Reports by date on the transaction, rather than the date it was entered in Xero
Purpose: Understand total costs assigned to a project/all projects at a certain point in time.
14 votes
- Don't see your idea?