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11 results found

  1. Top Customers Report - Ability to show chart in Net figures

    11 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

    William Pearce supported this idea  · 

  2. Block users from posting duplicate bills

    30 votes

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    10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the needs in being able to better manage bills that are being entered and how blocking users could help in understanding true cashflows for businesses. 

    Our product team have been thinking about how they might help alleviate the pain of identifying duplicate bills in Xero. We'd like to get some feedback on early designs the team have and would like to offer the ability to share back with us. 

    ✍️If you'd be interested in participating in concept testing of this feature please fill in this short form 

    We may not be able to contact or schedule everyone who registers their interest, however we'll return to share outcomes, and any updates with you here. 😊

    William Pearce supported this idea  · 

  3. Reconciliation: Find and Match - add filters for date ranges

    45 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    William Pearce supported this idea  · 

  4. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    38 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    William Pearce supported this idea  · 

  5. Aged Receivables report - Show Days overdue

    31 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    William Pearce supported this idea  · 

  6. Inventory - Bundle multiple products together within tracked inventory

    94 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    William Pearce supported this idea  · 

  7. Foreign currency - Change exchange rate behaviour

    64 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    William Pearce supported this idea  · 

  8. Customer Statement - Send an overdue invoice statement

    248 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    William Pearce supported this idea  · 

  9. Email Settings - Ability to have separate reply-to email address

    302 votes

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    submitted  ·  67 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    William Pearce supported this idea  · 

  10. Invoice template - Ability to add Invoice Balance Forward

    20 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    William Pearce shared this idea  · 

  11. Invoices/Bills - Feature to 'write off' as bad debt

    606 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    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!

    William Pearce supported this idea  ·