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  1. Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due

    189 votes

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    70 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into. 

    We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks

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    Stephen Humphrey commented  · 

    mad that this doesn't already exist. Please add this Xero.

    Stephen Humphrey supported this idea  · 

  2. Inventory - Add default tracking options to items

    66 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Stephen Humphrey commented  · 

    This needs to be possible. Otherwise every time I create an invoice I have to add the tracking category manually and that takes time...time is money after all!

    Stephen Humphrey supported this idea  · 

  3. Allow the Why entry from reconciliations to be displayed in reports

    3 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

    Stephen Humphrey shared this idea  · 

  4. Account transactions report - Show description of transaction line

    113 votes

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    51 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

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    Stephen Humphrey commented  · 

    It is maddening that you cant get the Description in the reports. I cant believe this isn't possible.

    Please Xero action this request asap