Settings and activity

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1. Invoice Report - Including account, date paid and method of payment

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

   Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.

   
   

   Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.

   Once you've customised the report as you like, you can save as Custom to easily access that view anytime.

   Aniska van Wyk supported this idea  ·  02 August, 2023

2. Contacts - Show transaction history report

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   0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Aniska van Wyk supported this idea  ·  07 July, 2023

3. Assurance Dashboard - Add Reporting Functionality

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

   Hi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at. 

   Aniska van Wyk supported this idea  ·  07 July, 2023

4. Customer Invoice Report - Ability to view separate columns for Credit Notes and Payment applied to invoices

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   submitted  ·  9 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Aniska van Wyk commented  ·  07 July, 2023  ·  Edit…  ·  delete…

   I also need this report to show only payments. Currently it doesn't distinguish between payments and credit notes. Xero, please assist us in this regard.

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   Aniska van Wyk supported this idea  ·  07 July, 2023