Settings and activity
9 results found
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20 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
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Karen Hart
supported this idea
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9 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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1,169 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Karen Hart
supported this idea
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69 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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83 votes
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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11 votes
Hi Karen, appreciate you shared this feedback sometime ago. Looping back to better understand your idea here - Is there a specific part of Xero you find shows too much white space?
This will help when sharing your feedback with our product teams internally.
Karen Hart
shared this idea
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378 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
An error occurred while saving the comment Karen Hart
commented
Agreed, we need separate email address for invoices and statements as they do not always go to the same email address.
Karen Hart
supported this idea
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18 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.