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31 results found

  1. Sales Invoices- Flag as 'in dispute / query'

    464 votes

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    submitted  ·  138 comments  ·  For small businesses » Business features  ·  Admin →
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    Martin Crocker supported this idea  · 

  2. Navigation - Return to previous screen after viewing/editing a transaction

    99 votes

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    submitted  ·  33 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Martin Crocker supported this idea  · 

  3. Profit & Loss - Include bills Awaiting Approval

    37 votes

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

    Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood. 

    With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks

    Martin Crocker supported this idea  · 

  4. Banking | Account Transactions - Show # of unreconciled transactions

    14 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Martin Crocker supported this idea  · 

  5. Statement - Include invoice description

    52 votes

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    13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here. 

    We'll continue to consider this and other ideas for customer statements as the platform evolves. 

    Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time. 

    Martin Crocker supported this idea  · 

  6. Sales Invoices - Ability to print invoices in Xero in one click

    89 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Martin Crocker supported this idea  · 

  7. Xero HQ - Transfer/copy reports between practices & organisations

    192 votes

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    submitted  ·  54 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Martin Crocker supported this idea  · 

  8. Invoice / Bill - Copy to a Credit Note

    103 votes

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

    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

    Martin Crocker supported this idea  · 

  9. Reports - Accounts display in GL account number order on reports

    87 votes

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    21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Martin Crocker supported this idea  · 

  10. Report Templates - Ability to add any report

    277 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Martin Crocker supported this idea  · 

  11. Report Templates | Copy - Client to practice, or client to client

    55 votes

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    23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Martin Crocker commented  · 

    Yes this would be an excellent function and should have been implemented from the start.
    Also make it possible to copy from Practice to Client so that the client can run that one report whenever necessary. This would save hours of work to format a whole new report from within each & every branch of a client group when we already have one setup as a template in the practice.

    Martin Crocker supported this idea  · 
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