Settings and activity

5 results found

1. Group and Summarize by Description

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   0 comments  ·  For small businesses » Business features  ·  Edit…  ·  delete…  ·  Admin →
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   Edgar Twigg shared this idea  ·  31 December, 2024

2. Receivable Invoice Summary Report - Group by Contact group

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Edgar Twigg supported this idea  ·  31 December, 2024

3. P&L - Group income/expenses by contact

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Edgar Twigg supported this idea  ·  31 December, 2024

4. Reporting - By Contact Group

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

   Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group? 

   Edgar Twigg supported this idea  ·  30 December, 2024

5. Dashboard - Track Quotes

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

   Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

   At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

   If there is any change planned in this space we'll be sure to update you on this. 

   Edgar Twigg supported this idea  ·  11 April, 2022