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6 results found

  1. Inventory: Tracked serial numbers

    27 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Yolande Loots commented  · 

    Has anyone been able to recommend an inventory serial number tracking app that integrates well with Xero?

    Yolande Loots supported this idea  · 

  2. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    43 votes

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    submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Yolande Loots commented  · 

    YES please!!! Confirming the comments on this idea. For me testing client requests and scenarios on different Xero features especially when I'm doing migrations and also APIs. Having the live data and chart of accounts will save time. Thank you!

    Yolande Loots supported this idea  · 

  3. Contacts - View recent invoices > report to be filtered by contact

    14 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Yolande Loots supported this idea  · 

  4. Receivable Invoice Summary - Add 'Due' based on date range of report

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Yolande Loots commented  · 

    In addition this is the only report that show us the entire list of all customer invoices issued per client, I use this to do graphs for my client on all invoices since inception per client. The new income and expense by contact shows the numbers but we can't add the invoice numbers. PLEASE DON'T RETIRE THE CUSTOMER INVOICE REPORT!!

    Yolande Loots supported this idea  · 

  5. Report Templates - Ability to add any report

    297 votes

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

    Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

    We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

    Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

    We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…

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    Yolande Loots commented  · 

    I would like to custom Project reports so being able to edit all reports would be of GREAT help, thank you!

    Yolande Loots supported this idea  · 

  6. Projects - Custom date filters for Project Summary reports

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Yolande Loots supported this idea  ·