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  1. Credit notes- bulk allocation

    365 votes

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    submitted  ·  130 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Habebi commented  · 

    Working for large firm of accountants I've been asking for this functionality very loudly for the past 6+ years and cannot believe we are still waiting for it. I

    t is my biggest gripe about what is overall my go to choice to advise clients to use. But the lack of being able to allocate credit notes along with payments from the bank rec is so frustrating

    Alison Habebi supported this idea  · 

  2. Xero Analytics Plus | STCF - Options to export

    68 votes

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    34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Habebi commented  · 

    Totally agree, it's such a simple function to add and without it, the cashflow has limited use.

    Alison Habebi supported this idea  · 

  3. Reports - Add custom reporting template

    30 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Habebi commented  · 

    Need to be able to share P&L customised layout into Budget report, or add budgets into P&L filters- or both

    Alison Habebi supported this idea  · 

  4. CIS - Breakdown on CIS Suffered Report

    13 votes

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

    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

    Alison Habebi supported this idea  ·