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  1. Account transactions report - Show description of transaction line

    113 votes

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

    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…

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    Roger Kennett commented  · 

    I thought it was me who was going mad! I KNEW there was a transaction with a specific description but searching DID NOT FIND IT. I eventually had to scroll through all account transactions.
    really? Might as well have used paper.
    GET THIS FIXED XERO

    Roger Kennett supported this idea  · 

  2. Quote - Get a link that can be shared externally

    67 votes

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

    Hi everyone, completely appreciate wanting to hear from us on the idea here. Having checked in with our product team we totally get the interest in this idea and creating more consistency between quotes and invoices in Xero.
    While we'd like to take a closer look into this down the line, we want to be upfront that there's other work that the team are drawn to atm as a priority and creating a shareable link for a quote is not planned at this stage.
    It's definitely on the teams radar and we're keeping an eye on the feedback here, as soon as there's any news to share I'll be sure to update you on this, here.

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    Roger Kennett commented  · 

    Seems like this is a very easy implementation for a big benefit. :)
    Especially with no delay-send for quotes or invoices, at least with this I can use normal email with delay-send.

    Roger Kennett supported this idea  · 

  3. Quotes - Convert to a deposit invoice and remaining amount invoice

    42 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Roger Kennett supported this idea  ·