Settings and activity
26 results found
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13 votes
Suzette Edwards
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7 votesSuzette Edwards
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5 votes
Is there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
An error occurred while saving the comment Suzette Edwards
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3 votesSuzette Edwards
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54 votes
An error occurred while saving the comment Suzette Edwards
commented
This would be a terrific addition. I see this idea is TWO years old. It seems that it should be possible to merge items.
Suzette Edwards
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4 votesSuzette Edwards
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2 votesSuzette Edwards
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149 votesSuzette Edwards
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1 voteSuzette Edwards
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113 votes
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…
An error occurred while saving the comment Suzette Edwards
commented
I totally agree. This is nuts! I don't want the contact in the description. The description column should ONLY be the description.
Suzette Edwards
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26 votes
An error occurred while saving the comment Suzette Edwards
commented
It appears that Xero isn't paying any attention to this one as there has been no response. It's sad that there isn't a way to track commissions based on billing. It is a standard accounting procedure. It's ridiculous that I have to track all of this via an Excel spreadsheet (which means errors will likely occur). Other accounting systems have this feature. Come on Xero, let's get with the program.
Suzette Edwards
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31 votes
An error occurred while saving the comment Suzette Edwards
commented
This would be SO helpful. having to look all around for a note is crazy. Also, it would be so nice to be able to just view the notes without needing a report. It doesn't help much to make notes only to have to run a report to see them.
An error occurred while saving the comment Suzette Edwards
commented
How about a report that shows the history and / or notes for a customer and / or their invoices. It would be really nice if ALL of the history and notes were under the customer so one wouldn't have to go clicking all over the place to find information. It would also be nice to have a report so that one could look and see who received statements or when second copies of invoices were sent to customers without having to look at each invoice.
Suzette Edwards
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15 votesSuzette Edwards
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An error occurred while saving the comment Suzette Edwards
commented
Allow addition of an overpayment on a receipt. I have a customer who paid several invoices and included an amount for a future invoice. I now have to go CREATE a temporary invoice to apply the funds to. This is dumb.
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664 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
An error occurred while saving the comment Suzette Edwards
commented
I too have to wonder why, with all those interested in this feature; has chosen not to implement it. It IS after all a NORMAL accounting feature. Is Xero not an accounting system?
Suzette Edwards
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41 votesSuzette Edwards
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2 votesSuzette Edwards
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86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
An error occurred while saving the comment Suzette Edwards
commented
I have to agree with this idea. Kelly, the biggest ones that need the account number order are the Balance Sheet an Income Statement. The main reason for account numbers are to get reports in the order of those numbers without having to include the account number on the report. This is standard in accounting programs. I have worked with and am familiar with multiple accounting programs. Although Xero is a lovely online program, some of the reporting is quite weak. The Balance Sheet and Income statement not being in account number order is a huge problem.
Suzette Edwards
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Suzette Edwards
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193 votesSuzette Edwards
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195 votesSuzette Edwards
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Good heavens, why in the world are archived items even showing. It skews the report considerably. If I've archived an item, it is only because I couldn't delete it. I no longer want it showing up ANYWHERE