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5 results found

  1. Sales report - By contact location

    32 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

    Kristy Adams supported this idea  · 

  2. AU Payroll - 3 weekly pay calendar

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  Admin →
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    Kristy Adams supported this idea  · 

  3. Hubdoc - Add an Audit Trail

    11 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Kristy Adams supported this idea  · 

  4. Repeating Invoice - bulk update of amounts

    231 votes

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    74 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Kristy Adams supported this idea  · 

  5. Contacts - Ability to export/import additional notes

    110 votes

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    submitted  ·  28 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Kristy Adams supported this idea  ·