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  1. NZ Tax - Donation Tax Receipt

    27 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jenny Metcalfe supported this idea  · 
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    Jenny Metcalfe commented  · 

    This is not just an NZ issue - we need it for Australia too. I need to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero. To be able to run an annual statement for each customer with all the payments that they've made and just to be able to choose the GL accounts that I want - that would be amazing!

  2. Invoice - Create a single receipt for multiple invoices

    6 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jenny Metcalfe commented  · 

    I am trying to send an annual receipt/statement of all donations that have been received from each donor. Its really difficult to do this in Xero.

    Jenny Metcalfe supported this idea  · 

  3. Reporting - Add Client's logo

    134 votes

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    44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

    Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

    We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

    Jenny Metcalfe supported this idea  · 

  4. Invoicing - Remember default settings

    409 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

    Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

    As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

    Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…

    Jenny Metcalfe supported this idea  ·