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4 results found

  1. Reporting | Budget Manager - Customise report layout

    204 votes

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    submitted  ·  110 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jez Nolan commented  · 

    Grouping is a must.

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    Jez Nolan commented  · 

    The ability to create groups for budgeting rather than budget figures having to be done on each individual account.

    Jez Nolan supported this idea  · 

  2. Customer Statements - Option to remove links to invoices

    142 votes

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    49 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

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    Jez Nolan commented  · 

    Only just found that these links are in place. We also invoice outside Xero. This is CRITICAL as there are line items in Xero that SHOULD NOT be visible to our clients. This will cause incredible difficulties with fixed fee projects and other things where the line items will make no sense to the client.

    FIX THIS PLEASE!!!!!!!!!!!!!!

    Jez Nolan supported this idea  · 

  3. Reporting - Import report template

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jez Nolan commented  · 

    Groan - why is this not possible FFS???

    Jez Nolan supported this idea  · 

  4. Contacts: Statements - Allow to be sent to Contact Groups

    218 votes

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    submitted  ·  125 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jez Nolan commented  · 

    Crazy that this is not possible - filters would be easy here!

    Jez Nolan supported this idea  ·