Settings and activity
11 results found
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24 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment An error occurred while saving the comment 
Naomi Dunne
commented
This would be invaluable at year end to add up the accounting fees paid (via our practice subscription) for each client, to confirm the tax deductionfor accounting fees.
It would also be very helpful for business to see at a glance the historic payment days. Ie. If a customer is regularly paying in 45 days instead of 14, it would help with customer priorities.
Naomi Dunne
supported this idea
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96 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Naomi Dunne
supported this idea
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206 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Naomi Dunne
supported this idea
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Naomi Dunne
supported this idea
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274 votesNaomi Dunne
supported this idea
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345 votesNaomi Dunne
supported this idea
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214 votesNaomi Dunne
supported this idea
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75 votes
An error occurred while saving the comment Naomi Dunne
commented
Thank you Brendan - this has been a weakness that we noticed since we moved accross to Xero. The livestock schedule as a whole is weak.
Naomi Dunne
supported this idea
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130 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Naomi Dunne
supported this idea
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2 votesNaomi Dunne
shared this idea
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5 votesNaomi Dunne
supported this idea
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It would be a great feature in both invoices and bills, anything to get the idea implemented. Reason previously supplied.