Settings and activity
224 results found
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72 votes
Annie Lindale
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18 votesAnnie Lindale
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18 votes
Hi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
Annie Lindale
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53 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Annie Lindale
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58 votesAnnie Lindale
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9 votesAnnie Lindale
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44 votesAnnie Lindale
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11 votesAnnie Lindale
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10 votesAnnie Lindale
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38 votesAnnie Lindale
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43 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Annie Lindale
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10 votesAnnie Lindale
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34 votes
Hi everyone, we appreciate how an exclude option could make filtering reports quicker and easier, especially when you only need to leave out a few items.
Our product team sees the value in this idea, however it’s not on the current roadmap.
It'll remain a longer-term consideration as we continue looking at ways to improve reporting.
We appreciate everyone who’s shared examples of where this'd help.
If there are any updates we'll let you know here.
Annie Lindale
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40 votesAnnie Lindale
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54 votes
Hi community, thanks for your conversations here. Your feedback highlights how useful it'd be to see supplier bank details directly in the Payable Invoice Details report.
We understand the value greater customisation and a broader range of selectable data would make this report more useful across different payment and approval workflows.
Though this is not in our immediate pipeline right now, we’re taking your feedback on board as we look at how reporting can better support these needs over the long term. We’ll share if there is any progress.
Annie Lindale
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24 votesAnnie Lindale
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10 votes
Hi community, thanks for your inputs here. We understand why having annual budget figures close to the day-to-day homepage view matters. We've now launched Analytics Budgets which is in early access. While these figures don't feed into the accounts watchlist on the Hompeage at this point we'll be looking to sync to this widget as the experience grows and will keep your feedback in mind when this gets picked up. I'll be sure to share any updates here.
Annie Lindale
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37 votesAnnie Lindale
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20 votesAnnie Lindale
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7 votes
Hi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
Annie Lindale
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