Settings and activity
11 results found
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17 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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78 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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164 votes
Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency.
When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊
For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once.
This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all.
Naomi Dunne
supported this idea
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134 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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165 votesNaomi Dunne
supported this idea
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292 votesNaomi Dunne
supported this idea
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195 votesNaomi Dunne
supported this idea
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44 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.