Settings and activity
25 results found
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18 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
An error occurred while saving the comment -
2 votes
Hi Matthew, partners can add the Compilation report to Report templates.
An error occurred while saving the comment No within the Management report of an individual organisation, Matthew. Compilation report is a specific report available to Xero Partners through the use of Report Templates which are controlled at the Practice level through Xero HQ.
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4 votes
Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
An error occurred while saving the comment Thanks for the feedback, Paul- Yes, this is what was meant when saying it doesn't appear in the modal.
You're totally right on the way you go about clearing the selection completely - You'll need to remove the filter than re-add.
Our team have it on the backlog to improve how this is working. I want to be open this could be some way off, as they have a few things road mapped atm getting out all the functionality from the older to newer version of reports. -
9 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment Hi Naomi, is there a reason you'd rather see it in the Invoice & Bill screens rather than a report?
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17 votes
An error occurred while saving the comment Thanks for the added detail, Ella.
I see what you mean, and while this isn't something we have direct plans for right now, we'll start to track the interest here 🙂 -
10 votes
Hi Paul, it sounds like the Aged reports could be useful here. With either the Detail or Summary report you'll be able to set the Ageing periods before running the report - Or is there something else I'm missing here?
See an example I created in the demo co. below 📷
An error occurred while saving the comment Aah I see now - Thanks for adding that extra detail, Paul. 🙂
Understand how you'd find this useful but yes not quite the same as I suggested.
We don't have this change planned atm, but we'll track interest here. I've also slightly adjusted the title to hopefully capture others that are after the same. -
19 votes
An error occurred while saving the comment Great to get this added insight, thanks Aaron 🙂 Understanding needs and a little more about your business really helps when product are reviewing opportunities.
We'll keep an eye on the interest in this, here. -
6 votes
An error occurred while saving the comment Appreciate the extra detail, Mark! Being open, this would require work in each area of the product, so good to get that added detail to share back with the team 🙂
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19 votes
An error occurred while saving the comment Oh, wait I see you've started one for auto send of receipts here(https://productideas.xero.com/forums/939198/suggestions/45398173) and I'll update the title of your idea here 🙂
An error occurred while saving the comment Hi Denise, it looks like you may have 2 separate ideas represented here? - 1 in the title and a different one in the detail
If so, you're welcome to start one for each so we can track them separately here and get for support in each.
For now to bulk edit, you may find our article in Xero Central useful - https://central.xero.com/s/article/Update-or-edit-multiple-contacts
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13 votes
An error occurred while saving the comment Hi Andrew, just to check would this be in the Bank Accounts > Accounts Transactions page, or the Account Transactions report?
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4 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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17 votes
An error occurred while saving the comment Thanks for your idea, Gayo. We try to keep one idea per thread so others understand what they're adding their support to and help feedback internally to our teams.
Welcome to start a second idea for the ability to view last date a statement was sent to a customer in the Aged reports, then we can get a sense of the interest in that too. 🙂
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37 votes
An error occurred while saving the comment Hi Nicola, sounds like you'd find this useful at a practice level?
We have an idea for client notes (https://productideas.xero.com/forums/939198/suggestions/44961118) or another when in a Xero organisation(https://productideas.xero.com/forums/939198/suggestions/44988703). Let me know your preference here, and I can merge to the most relevant. Welcome to support both though 🙂 -
47 votes
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4 votes
An error occurred while saving the comment Hi Tommy, trying to get a better understanding of your idea - would this be when creating an invoice from a bill, or adding billable expenses?
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116 votes
An error occurred while saving the comment Thanks Jean!
Valerie - Do custom fields in XPM solve what you need here?
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7 votes
An error occurred while saving the comment Hi Gail, is there particular data or detail that you're looking to include in a payroll report?
While it's unlikely we'll surface every detail in payroll through reports, having a better idea of your needs there maybe something we can suggest that's already in Xero. -
5 votes
An error occurred while saving the comment Hi Alex, you can save yourself a step there by clicking straight on the file from the view you've shared.
Doing this will open the file so you don't need to go through effort to download each time you'd like to check an attached file 🙂 -
4 votes
An error occurred while saving the comment Interesting idea around automation, Michael. This isn't something we have planned at present but we'll begin to get a view of the support here. Thanks! 🙂
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30 votes
An error occurred while saving the comment Thanks for the confirmation, Sonya!
There's no direct change for this planned right now, but I'll make sure your idea gets back to the right team and we'll keep an eye on the support here 🙂An error occurred while saving the comment Hi Sonja, I noticed you've put this in the Practice Manager topic, and wanted to confirm the page in Xero you're looking to see this change in.
Would it be when adding a bank account to a Xero organisation? Thanks!
@Timea, an organisation is intended for a single business so right now your client would need an organisation for each entity.
We have a similar idea for this sort of functionality that I've linked below and you might be interested in adding your support for, too. 🙂
- https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45150586-tax-ability-to-calculate-and-report-tax-for-mult