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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

    589 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

    775 votes

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    286 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

    316 votes

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

    Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.

    We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.

    While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.

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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  ·