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6 results found

  1. Business Snapshot - Filter by tracking category

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Emilie Lambert commented  · 

    For any business that has multiple income streams, it is critical to be able to view them in isolation, so this would be a very useful feature!

    Emilie Lambert supported this idea  · 

  2. Search bar navigation

    6 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the continued engagement in the idea here, apologies I've not returned to update before now.

    I want to be upfront that we don't have any plans for changing the logic of search results in the near term. However, I felt it might help to explain how this is working at present to understand results you may be seeing - Global search considers several factors in deciding which results to display, and in what order. These factors include, but aren't limited to:

    • Document type – Document types searched most often get priority in the order of the search results. Contacts and invoices appear at the top of the results, as they’re the most popular search.
    • Term frequency – The frequency the term you search for appears in the document.

    The top 25 results across all search categories in Xero. To limit the search to one specific category, click…

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    Emilie Lambert commented  · 

    I too am recently struggling with the search bar. When you search for a contact (supplier/customer) using the search bar, no contacts come up. Instead it lists unrelated invoices or bills and e.g. spend moneys. It would be fantastic if the search bar would start showing contacts that match the search criteria again!

    Emilie Lambert supported this idea  · 

  3. Reporting - Budgets by tracking category to integrate with master overall budget

    159 votes

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    submitted  ·  68 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emilie Lambert supported this idea  · 

  4. Projects - Ability to add a budget that integrates with the overall budget

    48 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emilie Lambert supported this idea  · 

  5. Reporting | Budget Manager - Customise report layout

    206 votes

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    submitted  ·  111 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emilie Lambert supported this idea  · 

  6. Reporting - Filter the Profit and Loss by Contact

    58 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Emilie Lambert commented  · 

    It would be great to be able to run a profit by contact report. You already have the ability to add purchase prices for different products on xero and an income by customer report, but would be great to see gross profit for each customer, to know what sort of customers are the most profitable.

    Emilie Lambert supported this idea  ·