Settings and activity
16 results found
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8 votes
Julie Brown
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12 votes
An error occurred while saving the comment An error occurred while saving the comment Julie Brown
commented
We definitely need a description column on contact records. Having to click on each invoice reference individually to see what the invoice is for is so time consuming when you're looking for something. Creating a separate report to find a specific item is a very long way round when this simple addition would show the information at a glance.
Julie Brown
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51 votesJulie Brown
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6 votesJulie Brown
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76 votesJulie Brown
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45 votesJulie Brown
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110 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Julie Brown
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4 votesJulie Brown
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113 votesJulie Brown
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3 votesJulie Brown
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4 votesJulie Brown
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63 votesJulie Brown
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31 votesJulie Brown
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87 votesJulie Brown
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605 votes
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.
Julie Brown
supported this idea
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Julie Brown
supported this idea
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Add invoice description column - When seeing invoice reference numbers it is impossible to know what the transaction is for without opening it. The first line of the invoice description would be useful to easily identify what invoices are for without having to open them or create a separate report.