Settings and activity
12 results found
-
4 votes
Tara Rond
supported this idea
·
-
16 votesTara Rond
supported this idea
·
-
6 votesTara Rond
supported this idea
·
-
42 votes
An error occurred while saving the comment Tara Rond
supported this idea
·
-
2 votes
Hi Melanie, would be good to slightly understand your idea here better - when you say you'd like to update the Tracking Summary report by month, would this be to add comparative columns or just run the report for a month date range?
The Blank report might also be useful here where you can add Tracking columns with the Layout editor and set up the report in the style you're after. Once all set up you could then save the report as Custom to easily access this when you like.
Tara Rond
supported this idea
·
-
30 votesTara Rond
supported this idea
·
-
196 votesTara Rond
supported this idea
·
-
2 votesTara Rond
shared this idea
·
-
67 votesTara Rond
supported this idea
·
An error occurred while saving the comment Tara Rond
commented
This is essential so the business can see what they have committed to before it becomes a draft bill/invoice.
-
210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Tara Rond
supported this idea
·
-
338 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
Tara Rond
supported this idea
·
-
464 votesTara Rond
supported this idea
·
![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
I would like a basic project profit & loss statement from project activity