Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Xero Analytics Plus | STCF - Options to export

    57 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    27 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Rochelle van Greunen commented  · 

    It is very difficult to run controls in the current format i.e. I need to group wages, COS etc. to determine whether we need to add adjustments

    Rochelle van Greunen supported this idea  · 

  2. Find & Recode - Ability to bulk update exchange rate of multiple transactions

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Rochelle van Greunen supported this idea  · 

  3. Customer Statement - Option to remove allocated payments

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

    An error occurred while saving the comment
    Rochelle van Greunen commented  · 

    @Lance Dickerson is DEAR a CRM?

    An error occurred while saving the comment
    Rochelle van Greunen commented  · 

    Our customers are requesting adjusted statements meaning a lot of manual work now needs to be performed

    Rochelle van Greunen supported this idea  ·