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4 results found

  1. Organisation Settings - Ability to set colour of organisation

    293 votes

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    submitted  ·  111 comments  ·  For small businesses » Business features  ·  Admin →
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    Victoria London supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    785 votes

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    222 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    An error occurred while saving the comment
    Victoria London commented  · 

    It's silly that this isn't already a feature.

    Victoria London supported this idea  · 

  3. Dashboard - Ability to add sticky notes/notes

    167 votes

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    submitted  ·  47 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Victoria London supported this idea  · 

  4. Customer Statements - Ageing (30, 60, 90days)

    428 votes

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    165 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everybody, coming across from the previous forums we know this idea has a lot of interest.

    There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.

    Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.

    • Once you've got it set up, save as Custom so you can easily access this format anytime
    • If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
    • Export the report to PDF, where you can send to customers from your email system outside of Xero

    We appreciate…

    Victoria London supported this idea  ·