5 results found
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Export the customers last trade date.
Would be helpful to have the feature to export customers with last trade date.
1 votePerhaps smart lists can help you here, Varshi. You can do a search for contacts that have purchased an item within the last 7 days, 4 weeks, 6 months, a year, or last 2 years. Alternatively, the Receivable Invoice Summary report grouped or filtered by contact should help you see the contacts last trade date based on invoices. Or, if you're look at a specific contact you could use the Contact Transactions report.
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Reports - General Ledger: add opening balance and closing balance columns
New General Ledger Summary Report - please bring back opening and closing column balances for this report.
3 votesHey community, 👋 coming back across your idea here you can actually already do this. With the General Ledger report you can add opening and closing balance columns by clicking the More button, where you'll find this as an option. Just click Update to re run the report. 😊
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Xero Workpapers - Xero Hotlink to link to new Account Transactions report
The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.
44 votesThis is now live🎉
You can find the full release details over on our 'Xero Product releases' page.
Hotlinks in workpapers will now connect to the new reports in Xero. If a workpaper links to the Account Transactions, Bank Reconciliation, Aged Receivable Detail, Aged Payable Detail or Fixed Assets Reconciliation report, you'll be able to use exciting features that will help you get quick access to answers and streamline your financial analysis.
Thanks again for all your feedback around this idea
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Payroll Reporting - Year to date verification report utilising STP
Include Reconciliation to payroll and ATO reporting category
5 votes -
Workpapers - Ability to create new query headings in Workpapers or no heading option
The queries in workpapers are currently organised into query headings covering a number of areas. But there are some queries that don't fit into any of those sections neatly and can confuse clients when sent over.
It would be great if we could create our own headings for the Queries or if Xero could include a 'General' or 'Non-Categorised' section which these less specific queries can be grouped
6 votesHello community 👋
Thanks for sharing this idea, I'm switching it over to Delivered!
The Query Heading is a free text field so you can manually create a new heading for all the different types that are not currently available to select. 😊
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