Settings and activity
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412 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Oksana Jasionis
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135 votes
An error occurred while saving the comment Oksana Jasionis
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49 votesOksana Jasionis
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11 votesOksana Jasionis
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44 votesOksana Jasionis
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29 votesOksana Jasionis
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25 votes
Thanks for the additional feedback on this idea, and apologies for the time since our last update.
As noted in the discussion, the Description column doesn’t show the same information in every Xero report. In the Supplier Activity report, it shows a transaction summary, such as the bill type or reference, rather than the descriptions entered on individual bill lines. This can be useful for reviewing a supplier’s activity over a period, but we understand it doesn’t provide the line-by-line detail you’re looking for.
The Description column in the Account Transactions report also varies by account. For accounts payable, accounts receivable and bank accounts, it shows the contact name. For other accounts, it can show the contact name alongside the line description.
For line-by-line bill information, the Payable Invoice Detail report is the best option.
We’ll continue to track interest in this idea. Changing how the Description column works in…
Oksana Jasionis
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259 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Oksana Jasionis
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18 votes
Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
Oksana Jasionis
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11 votesOksana Jasionis
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It would really help a few of my clients to have this function.