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6 results found

  1. Sales Invoice | List view - Filter by Contact Group

    16 votes

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    submitted  ·  9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jolien Rip commented  · 

    Must have feature!

    Jolien Rip supported this idea  · 

  2. Export audit (IAF) files

    2 votes

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    0 comments  ·  Users & setup » Export  ·  Admin →
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    Jolien Rip shared this idea  · 

  3. Audit Trail Report

    585 votes

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    84 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Jolien Rip supported this idea  · 

  4. Reporting - Automatic generation and emailing of reports

    765 votes

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    284 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

    Jolien Rip supported this idea  · 
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    Jolien Rip commented  · 

    Schedule reports to be run and sent to another user (via email) on a specific date.

  5. Manual Journals - Assign Contact name to journal

    310 votes

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    161 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that this work is now underway.

    Our intention is to allow you to associate a contact per line in a manual journal.

    We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.

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    Jolien Rip commented  · 

    Please add this feature ASAP

    Jolien Rip supported this idea  · 

  6. Tax - VAT e filling for Netherlands (Belasting over de Toegevoegde Waarde or BTW)

    7 votes

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    0 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Jolien Rip shared this idea  ·