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6 results found

  1. Quotes | Search by Item or account

    4 votes

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    2 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    We appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye on the traction this idea receives in the community, here. Thanks

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    Cecily Gavin commented  · 

    With more customers using Xero this has now become a more critical function. Takes way to much time to "look through individual" quotes if staff are unable to remember the customer name etc.

    Cecily Gavin supported this idea  · 

  2. Xero to Xero - Share invoice reference number

    4 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cecily Gavin commented  · 

    Now bookkeeping for a client who has multiple vehicles that costs need to be coded to correctly and am having to go to the email version to get this information. Agree with Grant NO POINT HAVING A REFERENCE QUOTED TO SUPPLIER WHEN IT DOSENT COME THROUGH FOR YOU TO ACTION ON INVOICE.

    Cecily Gavin supported this idea  · 

  3. Search: Sales/Purchases - Ability to prompt credit notes when selecting 'credit'

    8 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cecily Gavin commented  · 

    It would be great to have a search by $ value to be able to apply bill credit notes faster rather than having to scroll to find the amount.

    Cecily Gavin supported this idea  · 

  4. Xero Blue | Global Search - By Contact account number

    54 votes

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    submitted  ·  25 comments  ·  Contacts & files » Contact  ·  Admin →
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    Cecily Gavin commented  · 

    To be able to search at the point of doing bank reconciliations would be extremely helpful as having to go into the contacts each time is wasting precious time. Please pop this on the "important" to do list. Thanx.

    Cecily Gavin supported this idea  · 

  5. Bank Reconciliation - Overpayments should appear in the Find & Match

    21 votes

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    3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Cecily Gavin commented  · 

    Make it possible to apply cash refunds or multiple overpayments at once instead of having to go manually into each overpayment and process a cash refund at the bottom of the screen. Give the choice to select multiple items at a time.

    Cecily Gavin supported this idea  · 

  6. NZ Payroll: Timesheet summary reports

    52 votes

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    submitted  ·  26 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Cecily Gavin commented  · 

    I support this request. Need this data for funding for private care for support workers. This is essential for this funding to be received. Crazy that we seem to have to tally them up manually in this day and age. I note that the majority of the requests are from last year - which indicate that this has not been a priority to date. Cecily

    Cecily Gavin supported this idea  ·