Settings and activity
7 results found
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25 votes
Thanks for the additional feedback on this idea, and apologies for the time since our last update.
As noted in the discussion, the Description column doesn’t show the same information in every Xero report. In the Supplier Activity report, it shows a transaction summary, such as the bill type or reference, rather than the descriptions entered on individual bill lines. This can be useful for reviewing a supplier’s activity over a period, but we understand it doesn’t provide the line-by-line detail you’re looking for.
The Description column in the Account Transactions report also varies by account. For accounts payable, accounts receivable and bank accounts, it shows the contact name. For other accounts, it can show the contact name alongside the line description.
For line-by-line bill information, the Payable Invoice Detail report is the best option.
We’ll continue to track interest in this idea. Changing how the Description column works in…
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Karen Hart
supported this idea
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15 votes
Thanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
An error occurred while saving the comment Karen Hart
commented
It would be helpful if the date ranges had 'all dates' selection, as i am finding that i need to look at the past couple of years worth of information and as i have now passed into a new current financial year, i have to keep changing the dates every time i want to search a customer/supplier.
Karen Hart
supported this idea
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68 votesKaren Hart
supported this idea
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1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Karen Hart
supported this idea
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87 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
An error occurred while saving the comment Karen Hart
commented
This is a really standard process, accountants are there to scrutinise reports for senior managment and the time it takes to look at individual transactions and then go back to look at another one, AND THEN having to set the same parameters again is crazy! and time wasting.
Karen Hart
supported this idea
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121 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
An error occurred while saving the comment Karen Hart
commented
This would be a great addition as i work in the construction industry and our products are sent out to different sites, the delivery address is always different from the billing address.
Karen Hart
supported this idea
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30 votes
Hi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
Karen Hart
supported this idea
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It is becoming more frustrating having to run a report to find out very basic accounting information which should be easily found by drilling down through the customer/supplier.