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4 results found

  1. Contacts - Import with contact Group

    124 votes

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    submitted  ·  48 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Craig Thwaites supported this idea  · 

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    214 votes

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    76 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

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    Craig Thwaites commented  · 

    As mentioned, this default setting renders the cash summary report useless. All payroll journals are posting in as manual journals marked as cash. Default should be unticked (false)

  3. Remittance - Include supplier Reference

    29 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Craig Thwaites commented  · 

    It would be good to enable the supplier reference number from a bill to be added as a placeholder in a remittance email. We have some payments that are delayed in getting allocated by suppliers as they are delayed in reconciling the payment to the remittance emails

    Craig Thwaites supported this idea  · 

  4. Sales Invoices- Flag as 'in dispute / query'

    485 votes

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    submitted  ·  140 comments  ·  For small businesses » Business features  ·  Admin →
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    Craig Thwaites supported this idea  · 
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    Craig Thwaites commented  · 

    For clarity I think this function needs to be both on supplier side (Bills) and customer side (invoices).

    Having a tag for the document would be great. For us we could use it to identify trends, on topic at the moment would be clients claiming financial hardship for their invoice