Settings and activity
1324 results found
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28 votes
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78 votes
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2 votes
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9 votes
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5 votes
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51 votes
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2 votes
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5 votes
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2 votes
Hi Thomas, sorry we've not responded here sooner - Are you still experiencing this when adding a new bank account? If so, I'd recommend raising a case with our specialists at Xero Support to confirm why you're not receiving this option when adding a bank account in Xero, as this does sound like out of normal behaviour.
Freya Pieroz supported this idea ·
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5 votes
An error occurred while saving the comment Freya Pieroz supported this idea ·
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36 votes
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An error occurred while saving the comment Freya Pieroz commented
@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?
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5 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
An error occurred while saving the comment Freya Pieroz commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.
Freya Pieroz supported this idea ·
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5 votes
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114 votes
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5 votes
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40 votes
An error occurred while saving the comment Freya Pieroz commented
It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)
Freya Pieroz supported this idea ·
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4 votes
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2 votes
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17 votes
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10 votes
Freya Pieroz supported this idea ·
YES! Every time I have to do something for a client that needs me to know which Award their employee is covered under (or not), I have to look it up separately for each employee. Like when the minimum wages for people covered under a particular Award go up, checking individually who is covered at what level under which Award and then individually making sure that they're being paid at least that much is SO TEDIOUS