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5 results found

  1. Quote - Ability to have quote reminder

    397 votes

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    113 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

    Viet Nguyen supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

    103 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Viet Nguyen commented  · 

    You could try Collately.co Google Sheets Xero Add-on. One of the coming features is to have live bank feeds download directly into Google Sheets. This way you would have two sources of information to ensure Xero bank feeds is correct.

    https://collately.co/

  3. Profit & Loss - Show breakdown of expenses & income by tracking category as rows

    29 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen commented  · 

    Hi, you could try Collately.co Google Sheets Add-on. It allows to download many reports into Google Sheets including P&L with tracking categories. Here is a demo link: https://youtu.be/Bz-vy2NuMjE

    https://collately.co/

    Viet Nguyen supported this idea  · 

  4. Customer statements - Export to Excel

    149 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen supported this idea  · 

  5. Reporting - Ability to consolidate multiple Xero organisations

    164 votes

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    submitted  ·  69 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen supported this idea  · 
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    Viet Nguyen commented  · 

    Hi Mark, you could try our product Collately at https://workspace.google.com/marketplace/app/collately/1077882379255. This is a Google Sheets add-on which allows downloading or uploading data from multiple Xero organisations into a Google Sheets report. You could schedule for this download to run automatically as well.
    Cheers,
    Collately team