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  1. Contacts - Permanently delete if no records

    136 votes

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    submitted  ·  64 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jimmy Shankland commented  · 

    you have got to be kidding, Xero partners are waiting for over 7 years for Xero to simply change the aged analysis reporting option on the debtors and creditors monthly statements. The aged anlaysis report seems fine but when printing statements there is NOTHING, so good luck hoping they will allow this simple process

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    Jimmy Shankland commented  · 

    Setting up a practice account resulted in 1674 contacts been archived with no transaction history against them, surely Xero Support can delete these accounts out of the Archive folder.

    Jimmy Shankland supported this idea  · 

  2. Branding - Add Tracking Categories to Invoice Template

    68 votes

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    submitted  ·  34 comments  ·  For small businesses » Business features  ·  Admin →
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    Jimmy Shankland commented  · 

    Some clients use tracking options for additional reporting facilities as well as using certain tracking categories to appear on their invoices, such Sales Reps or Technicians who have been allocated to a specific job. It would be useful to have those tracking categories [FIELDS] available for use in invoice templates DESIGNS.

    Jimmy Shankland supported this idea  ·