Settings and activity
9 results found
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92 votes
Nadia Bekker
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10 votes
An error occurred while saving the comment Nadia Bekker
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9 votesNadia Bekker
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38 votes
An error occurred while saving the comment Nadia Bekker
commented
Only to allow Adviser the full invoice option settings. Standard users and invoice only users should not have the option to edit or void an invoice if the invoice was approved and send to client.
Nadia Bekker
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22 votesNadia Bekker
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149 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
Nadia Bekker
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209 votesNadia Bekker
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247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Nadia Bekker
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202 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Nadia Bekker
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Would it be possible to group the line item on the output report? For example, we have clients that invoice 5-10 lines per invoice. The report reflects all the lines which makes the report unnecessary too long.
The VAT report needs to be summarized. Detailed information can be reviewed on the general ledger.