6 results found
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classic expense claims - do not retire this feature
It is unreasonable for a team of 4 to pay an additional $35/month for this functionality, when it's not even used monthly.
Coupled with the user experience issues with 'new' invoices, bills and manual journals, this company has lost the plot, I'm afraid.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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cos -
Purchase GL Code – Reference Field
Sales invoice reference in the Reference column.
This makes each transaction easy to identify, trace, and reconcile1 voteSorry Lisa, it's a bit hard to interpret your idea here can you share a little more detail about the report you're running and the change you're looking for here to enhance your use of Xero?
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Be notified via My Xero or Notification Alarm Bell of bounced or rejected auto super payments
New notification of bounced or rejected auto super payments for all Xero files we have access to, in a central area like "My Xero". This way we could check My Xero once a day to see if any payday super payments failed instead of sifting through emails and possibly missing the alert.
Alternatively, a notification could show under the alarm bell logo notifying us of any auto super payments that didn't go through.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Payment
I plan to use this data to organize and manage my business finances more efficiently. The information will help me track sales, expenses, invoices, payments, and overall business performance. I am building a system that will allow me to better understand cash flow, maintain accurate records, and make informed decisions as the business grows. The data will also help with bookkeeping, reporting, and improving the way I manage daily operations.
1 voteHi Jamie, thanks for raising this, however I am not sure what you are referring toon when you say this Idea will help you organise and manage your business. The attached file is Xero import CSV for bank statement imports. Can you please clarify exactly what your Idea is and we will review this for future consideration.🙂
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Include a filter by Sales Rep for Sales
Include a filter option that allows you to filter out the sales for the month by customer to then further filter by sales rep code so that you can then see how much each sales rep has sold for the month. This will then make it easier for commissions and sales metrics to be applied corretly.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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location label for regular locations
Colleagues regularly attend client sites on a rota, so it would be extremely useful to have the ability to label saved locations (e.g. Client/Site) and allow colleagues to select these when recording their location.
This would save significant time for colleagues, as they would no longer need to repeatedly look up client postcodes within ‘Contacts’. It would also make the information much easier and quicker for the admin team to audit and verify.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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