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462 results found

  1. Trial Balance - Ability to run for a date range

    The ability to run a date range in a Trial Balance report.

    Purpose: Having more flexibility when running the report by having the date range function.

    82 votes

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    31 comments  ·  Accounting features  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this idea was shifted to delivered sometime ago, we wanted to come back to share updates.

    Recently, we released an update to the Trial Balance report for US organisations. Understanding the needs of our customers in this region we know being able to set a date range in the Trial Balance report was still highly important and this is now possible in Xero.

    Right now, this change is only available to users on the US version of Xero. Our product teams are monitoring usage of this feature and will consider expansion to other regions longer term.

    In the meantime, for organisations outside the US the previous options of the General Ledger Summary and Detail reports are the best method for getting what you need here. Thanks 

  2. Invoices - Preview / Test Button for DOCX invoices

    Adding a preview button when creating an invoice with DocX.

    Purpose: To save time rather than to send a dummy transaction.

    8 votes

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    1 comment  ·  Business features  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this is now possible in new invoicing. 🙂

    You'll find when you 'Preview' an invoice in new invoicing if you have applied an advanced branding theme template to the invoice your customised template will be visible.

    Alternatively, you can also Print PDF or use the 'Get link' to view the invoice, too. 

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