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34 results found

  1. Remittance Advice - Show all credit notes and invoices

    147 votes

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    submitted  ·  65 comments  ·  For small businesses » Business features  ·  Admin →
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    Dianne George supported this idea  · 

  2. Invoices - Ability to apply a vendor credit note to a customer invoice

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Dianne George supported this idea  · 

  3. Invoices - Option to include credit note PDF when emailing invoices

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Dianne George supported this idea  · 

  4. API - Email Credit Note over API

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Dianne George supported this idea  · 

  5. Credit Note - Allocate to different contact

    6 votes

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

    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

    Dianne George supported this idea  · 

  6. Hubdoc - differentiate credit notes from bills on auto-sync

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  7. Hubdoc - Option to set Account Codes that can be selected

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  8. Hubdoc - Include email header details (From, To, Subject, Date) in the Hubdoc document

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  9. Hubdoc - Extract all line item details including inventory items

    183 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  10. Bank Rules in Hubdoc

    10 votes

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    1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George commented  · 

    This function couldn't happen soon enough.

    Dianne George supported this idea  · 

  11. Hubdoc - Bulk edit supplier configurations

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  12. Hubdoc - View suppliers bank account number in details area

    11 votes

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    0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  13. Bank Reconciliation: Search for transactions across all accounts

    165 votes

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    21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency. 

    When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊

    For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once. 

    This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all. 

    Dianne George supported this idea  · 

  14. Xero Tax(NZ) - Losses carried forward

    58 votes

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    5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Dianne George supported this idea  · 

  15. Payroll - Add pay run comparative to prior pay run

    20 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Dianne George supported this idea  · 

  16. Reporting - Seperate Expenses on Profit & Loss

    63 votes

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    5 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Dianne George supported this idea  · 

  17. Bank feeds - Retain the payment link for Kiwibank & ASB

    34 votes

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    9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Dianne George supported this idea  · 

  18. Hubdoc - Add Last Items line orders & Reorder lines

    52 votes

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    3 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Dianne George supported this idea  · 

  19. New Invoicing - Add Payment details on invoice screen

    63 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Dianne George supported this idea  · 

  20. New Invoicing - Add new Tracking option

    159 votes

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    42 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Dianne George supported this idea  · 
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