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3 results found

  1. Manual Journals - Assign Contact name to journal

    172 votes

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    submitted  ·  77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Bull commented  · 

    Critical feature to have for valuable analysis!

    Especially when limited to only 2 tracking categories - this is a MUST

    Alison Bull supported this idea  · 

  2. Invoices/Bills - Separate field for posting date and invoice date

    186 votes

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    71 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.

    While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.

    With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.

    As always, if there's any change we will…

    Alison Bull supported this idea  · 

  3. Bills - Payment method shown on Bills (DD, BACS)

    135 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Bull commented  · 

    Yes please! It would help avoid duplicate payments to suppliers if you could select a payment method in Contact financial details to include options such as:
    - Direct debit
    - BPAY
    - Credit card

    We have had numerous cases where a bill was waiting for payment however a direct debit was set up & then we also paid via batch payment

    Thanks 🙏

    Alison Bull supported this idea  ·