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  1. User Role - Allow Invoice only (draft) users to print approved invoices and their packing slips

    23 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kelly McDonell supported this idea  · 

  2. Reporting - Sort by Account Name or Account Code with option to hide code

    53 votes

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

    Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

    In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

    Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

    You can also Save as custom so you can then access this layout anytime you need. 

    To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

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    Kelly McDonell commented  · 

    I have created COA with nominal codes so I can add a rule of which codes I want in each section of customised report, unfortunately this has not brought them up the nominal code order or alphabetical order and by using a rule you cannot drag and drop accounts into the order you require. This means that each time a new nominal code is added I have to revisit the reports

    Kelly McDonell supported this idea  · 

  3. Credit notes- bulk allocation

    436 votes

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

    Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

    Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

    Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

    We…

    Kelly McDonell supported this idea  ·