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12 results found

  1. Project report - Include account name and account code

    67 votes

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    submitted  ·  30 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Blackwell commented  · 

    This is so critical.
    To see a list of costs assigned to a Project, it seems like it would be so simple to include in the Account Transactions report an additional 'Column' for Projects. Then Projects could be filtered in order to see all costs and then could also be hyperlinked to the invoice/bank payment.

    Julie Blackwell supported this idea  · 

  2. Xero Project reports - Click into transaction from report

    13 votes

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

    Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams. 

    I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.  

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    Julie Blackwell commented  · 

    This is so critical, and it seems like it would be so simple to include in the Account Transactions report an additional 'Column' for Projects. Then Projects could be filtered in order to see all costs and then could also be hyperlinked to the invoice/bank payment.

    Julie Blackwell supported this idea  · 

  3. Budget - Attach file

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  4. Reports | Statement of Cashflows - add budget column

    27 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  5. Profit and Loss - Filter tracking category by actual and budget

    51 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  6. Budget Manager: Support for 13 period accounting

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

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

    157 votes

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    submitted  ·  66 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  8. 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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    Julie Blackwell supported this idea  · 

  9. Reporting | Budget Manager - Customise report layout

    204 votes

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    submitted  ·  110 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  10. Sales Invoice - Include files attached to an invoice when sending

    302 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    Julie Blackwell supported this idea  · 

  11. Batch Payments - Ability to 'split' when reconciling

    333 votes

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    17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Julie Blackwell supported this idea  · 

  12. Fixed Assets - Add tax depreciation for NZ

    21 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Blackwell supported this idea  · 
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    Julie Blackwell commented  · 

    We could really use the functionality to maintain both a tax fixed asset register and a separate fixed asset register for NZ IFRS accounting purposes. (As we are required to prepare our financial statements under IFRS reporting.)