Settings and activity
20 results found
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1 vote
Judy Watson
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4 votesJudy Watson
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4 votesJudy Watson
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91 votes
An error occurred while saving the comment Judy Watson
commented
Being able to see what documents are attached to a transaction in the Transaction/General Ledger report would enable these reports to be used as workpapers and can then easily access the supporting documentation.
Will also know when there is supporting documentation for a transaction, without having to go into each transaction separately.
Even better would be to access the document direct from the files icon, as is possible from the Bills to pay and Invoices tabs.Judy Watson
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20 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Judy Watson
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An error occurred while saving the comment Judy Watson
commented
This feature be especially helpful in the General Ledger/Transactions reports, so could exclude accounts that have significant number of transactions eg Sales Accounts, Bank Account, GST.
By only being able to select to include, if add a new account have to remember to update all reports to then include the account, rather than it automatically being included in using the exclude option. -
32 votes
An error occurred while saving the comment Judy Watson
commented
Agree - have just moved to the Single Client Record and would like report so can see which Xero Organisation is connected to which Client in Xero Practice Manager (especially as had few mis-connections on the move to the single client record, so want to ensure all connections are correct for the respective Clients).
Judy Watson
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27 votesJudy Watson
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76 votesJudy Watson
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20 votes
An error occurred while saving the comment Judy Watson
commented
Would like this so can have the option for Opening and Closing balances when Grouping/Summarising by Source also - so can report as a control account.
The Opening and Closing balances on all grouping/summarising options is a must. At present seems to work on Account Name only, even Account Code grouping does not have the opening/closing balance.Judy Watson
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85 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Judy Watson
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An error occurred while saving the comment Judy Watson
commented
Need the ability to resize Columns in reports. For example, the Depreciation Schedule the Method has a large blank space after it, whilst the Name (of the asset) is short so most are over two lines. Being able to decrease the size of the Method column (which will only have DV, CP, Full in it) and increasing the size of the Name column will make the schedule shorter and easier to read.
Also, in the Account Transactions/General Ledger Detail report, being able to increase the size of the Description column will make more readable as especially where the description has downloaded from an imported Invoice can be multiple lines long.
While can download to Excel and change the column widths, is a waste of time when could be done in Xero itself - and can then be permanent for when print the reports monthly. -
136 votes
An error occurred while saving the comment Judy Watson
commented
This is necessary for all reports, as Xero presently decides whether Portrait or Landscape rather than us as the user, which makes difficult for setting up in files, sharing with clients, etc. For example if printing two Ledger Accounts using the Transaction Report, one may print in Portrait and one in Landscape, which when presenting to Client looks unprofessional.
Judy Watson
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6 votesJudy Watson
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3 votesJudy Watson
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140 votes
An error occurred while saving the comment Judy Watson
commented
As able to enter quantities when entering a Spend or Receive money transaction, would like to be able to report on these Quantities in the Account Transactions report.
Also, be able to report on the Quantities entered in the Invoices / Bills in the Account Transactions report - only currently able to report on these Quantities through the Receivable/Payable Invoice Detail reports.Judy Watson
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88 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
An error occurred while saving the comment Judy Watson
commented
Agree - need this feature as need be able confirm what has been said to a customer for following up outstanding debts.
Judy Watson
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14 votesJudy Watson
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99 votes
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93 votes
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3 votesJudy Watson
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17 votesJudy Watson
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Agree - this is especially necessary when taking over a Xero Organisation from another Accountant, as their Staff are not automatically removed. Need quickly be able see what Users are linked to which Xero Organisation.
This is critical for the Client's security.