3 results found
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Transaction ID's in History & Notes
In the History section it would be good to be what the Transaction ID number is, and any reversals. Take for example the sample data base (Global), Swanston Security bill for 59.54, is currently a payable, transaction ID 549 is the posting of the transaction, transaction ID 550 is the reversal, so the balance due should be 0, however the balance due is still 59.54. There is no ability to search transactions by Vendor, and no ability to show all reversing transactions of an entry, so it difficult to figure out the outstanding posting entry.
2 votesHey John, thanks for raising this with us. I think its best if you raise this with our Support teams so they can work through this with you. You can raise a case here: https://central.xero.com/s/raise-support-case?subject=transaction%20id
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Reporting - Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
1 voteThanks for sharing your feedback on this.
We understand the need to compare tracking categories side by side, especially when reviewing sales or expenses across different areas of your business.
The Tracking Summary report isn’t built as a comparison report. It’s designed to show the activity, balances, and movement for selected account types by tracking option.
If you’re looking to compare tracking categories, the best option is to use the Profit and Loss report and the Compare tracking categories feature. This allows you to view tracking options side by side for income and expense accounts.
We appreciate you taking the time to call this out and share how this would help your reporting workflows.
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
1 voteHi Christopher, appreciate you posting in Xero Product Ideas. I see you've also raised this with our Xero Support team who confirmed this has been raised with our product team. Being more something not working as it should, Our Xero Support team will be best to keep you informed of any updates surrounding this.
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