Settings and activity
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3 votes
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43 votes
An error occurred while saving the comment Tom Duffy commentedHaving the extra field of Label on reports would facilitate data upload into CRM. Currently having only the description field (reference is not available in Expenses) means that multiple data data need to be input into that one field and extracted using Excel into multiple fields for upload into CRM. Just adding the reference field into Expenses would also help.
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84 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
An error occurred while saving the comment Tom Duffy commentedAlso being able to format column headers (e.g. wrap text) similar to formatting in Excel would save a load of work having to download to excel and reformating there before distributing (as per Kimn's comment below).
Account Name as a field as well as Account Code. E.g. and then mutliple codes can be exported and filtered by name