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4 results found

  1. Sales invoice List - Option to add an "Excluding" filter option

    4 votes

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    submitted  ·  1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Robert Brayam commented  · 

    This would be such a useful feature rather than selecting all and then finding ones to untick

    Robert Brayam supported this idea  · 

  2. Tracking - Ability to import categories

    105 votes

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    submitted  ·  34 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Robert Brayam supported this idea  · 

  3. Manual Journals - Assign Contact name to journal

    296 votes

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    152 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

    Robert Brayam supported this idea  · 
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    Robert Brayam commented  · 

    This is a really important function. Even much more basic systems have the ability to do this

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

    819 votes

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

    Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

    We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

    We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

    You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

    When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…

    Robert Brayam supported this idea  · 
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    Robert Brayam commented  · 

    I can't believe we can't do this already. Come on Xero please help!!