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  1. 21 votes

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    Tracey G commented  · 

    Hi Tegan,

    Have you had a look at the templates? Under the Organisation settings / Invoice settings.
    Click the arrow for the +New Branding Theme. Choose Custom.dox
    This will download a .Zip file. I have attached the 'purchase' doc image.
    You could have a play around with this and see if you can have it look like what you are after.

    Then upload it and see if it will work for you. With what Xero can do I think this might be your best option.

    I changed the sales invoice into a delivery docket for our boys and it works well enough, removing the $$ etc. Still playing with it though as not 100% happy - just need time to try and have the doc do what Im after.

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    Tracey G commented  · 

    Printing a bill PDF - I use these for making payments for multiple small receipts. I attach the receipts to the bill and print the pdf and hold in my payables to pay folder.
    When I print the PDF the output looks more like an invoice to a customer than a bill / invoice to pay.

    I would like to alter the Bill pdf for easier identification - make the vendor (and staff name) Bold and a larger font so it stands out - wastes time looking for the vendor name opposed to the vendor invoices in the file.

    Tracey G supported this idea  · 
  2. 91 votes

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    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

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    Tracey G commented  · 

    Question.
    What report can give you the description?
    Not the description = contact name.

    If I need to combine reports, annoying, but ok - but which report shows the description in it please?

    Tracey G supported this idea  · 
  3. 291 votes

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    Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
    We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…

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    Tracey G commented  · 

    This is a problem with junior staff seeing information they should have no access to and breaches workplace contracts.
    I suppose at least we can see who made the change - but not the why why why

    Tracey G supported this idea  · 
  4. 51 votes

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    Tracey G supported this idea  · 
  5. 211 votes

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    Tracey G commented  · 

    This is a great idea!

    I am working with 4 files and I have folders and stationary coloured to match each company Im working on - reports going to the monthly meetings are submitted in matching coloured physical files.

    What a terrific idea!

    Tracey G supported this idea  · 
  6. 964 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Tracey G commented  · 

    Number of statement lines? I think a similar choice to other Xero functions: 10, 25, 50, 100 + 200 - 200 would Always be my choice.

    Having more transactions visible reduces the clicks. It can be so frustrating to have to look 3 and 4 pages for transactions for the 1 date. Using the web page search feature to look for an amount would make this search a lot easier!

    Looking for a transaction Eg $200 from abc

    open reconcile / bank feeds
    CTL F $200 enter
    Scroll to bottom of page
    Click next page
    CTL F $200 enter
    Scroll to bottom of page
    Click next page
    CTL F $200 enter
    Scroll to bottom of page
    Click next page
    CTL F $200 enter
    Scroll to bottom of page
    Click next page
    CTL F $200 enter
    Scroll to bottom of page
    Click next page

    If all transactions on the 1 page
    CTRL F $200 Enter
    all transactions are highlighted on the page and I can just 'click next' to find the transaction I am after

    This would be a huge assistance to have 200 transactions on the 1 page.

    Re; White space - I will let others reply in here as it does not concern me if all the transactions are on the 1 page. I can live with it.

  7. 1 vote

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    Tracey G shared this idea  · 
  8. 14 votes

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    Tracey G commented  · 

    This would be a godsend with multiple screens open - if i change the screen resolution larger it effects other programs I use.

    Having larger font when invoicing etc trying to check for wording - would be very helpful.

    Tracey G supported this idea  · 
  9. 13 votes

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    Tracey G supported this idea  · 
  10. 17 votes

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    Tracey G commented  · 

    This would be great to have access to!

    I need to give this report to my manager to show what receipts I need rather than wasting time copy and paste to a document for printing or typing out...argh!!

    YES please. If we have access to bank feeds - we should have access to this report to chase what is missing.

    Tracey G supported this idea  · 
  11. 17 votes

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    Tracey G supported this idea  · 
  12. 2 votes

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    Hi Chelsea, it'd be good to understand more of your buisiness process or use case when issuing customer or receiving supplier refunds. 

    Would this generally be for return of good? Or overpayment?

    Reason being, you can currently create an overpayment when reconciling in Xero. Then when the statement line for the return of the funds comes into your bank feed this could be matched with the previously created Overpayment - More on this here

    Tracey G supported this idea  · 
  13. 28 votes

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    Tracey G supported this idea  · 
  14. 20 votes

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    Tracey G supported this idea  · 
  15. 17 votes

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    If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

    There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

    Tracey G supported this idea  · 
  16. 6 votes

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    Tracey G supported this idea  · 
  17. 179 votes

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    Tracey G supported this idea  · 
  18. 118 votes

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  19. 4 votes

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    Tracey G supported this idea  · 
  20. 48 votes

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    Tracey G supported this idea  · 
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