Settings and activity
12 results found
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505 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment 
Ha Nguyen
supported this idea
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43 votes
An error occurred while saving the comment Ha Nguyen
commented
With the current function of Labels, it is not much useful.
The label will be more meaningful if there is a report include the label, or the label can be import to the bill/spend money as the reference. This is a good way to track the expense claim.
Ha Nguyen
supported this idea
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33 votes
Hi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
An error occurred while saving the comment Ha Nguyen
commented
We also need this for audit purpose. it should be able to be downloaded anytime. Please add it as soon as possible.
Ha Nguyen
supported this idea
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9 votes
An error occurred while saving the comment Ha Nguyen
commented
There is no comprehensive report on expense claims. This is really a big shortcoming of Xero. Detailed reports/aggregation of expense claims showing information on receipt such as amount, currency, status (submited/approved), payment form (company/personal money) ... are essential for managing expenses entered through Xero expense. Xero should supplement this report as soon as possible.
Ha Nguyen
supported this idea
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119 votes
An error occurred while saving the comment Ha Nguyen
commented
This should be the basic feature that the app should have. Hope Xero will add it up soon.
Ha Nguyen
supported this idea
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33 votesHa Nguyen
supported this idea
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91 votes
We appreciate the support in being able to combine multiple expenses, here.
At present, this isn't something we have planned, but we'll continue to keep a pulse on the interest for this here.
Currently, from the web there is an option to 'Approve all' expenses for a single employee. 🙂
Ha Nguyen
supported this idea
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20 votes
Hi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
Ha Nguyen
supported this idea
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An error occurred while saving the comment Ha Nguyen
commented
Sometimes Xero does not work well when feeding bank statements. Some lines are duplicated, and there is a line that should be debited but become credited. This is really a trouble for reconciliation work.
It would be great if the statement line could be deleted completely without deleting the entire statement. By doing this, only the wrong statement line is deleted and replaced by the manual import of the correct transaction. The other ones that are correct can remain in the system. It saves much time for us to correct the wrong statement.
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91 votes
An error occurred while saving the comment Ha Nguyen
commented
We also need this function, the unit price limits at 4 decimal numbers create the difference between the total value in Xero and the actual value of the PO or invoice.
Ha Nguyen
supported this idea
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56 votes
An error occurred while saving the comment Ha Nguyen
commented
I have the same requirement. This will help a lot.
Ha Nguyen
supported this idea
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1 voteHa Nguyen
shared this idea
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31 votes
An error occurred while saving the comment Ha Nguyen
commented
We really really need the same thing.
Ha Nguyen
supported this idea
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When we book discounts for sales items, there should be the option to record discounts in to the separate account like what is applied to the GST currently.
We would like to see the total discount in a separate line the invoice summary like tax line. And also want to see the discount in a separate account in P&L, not directly accumulated in the Sales account.