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5 results found

  1. Graphs for reports

    14 votes
    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Is there a specific report or reports you'd like to do this with, Suveera. 

    Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers. 

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    Dina Naran commented  · 

    the Xero analytics can not be customised to add into a reporting pack, I think if this could have the feature to edit the layout that would be awesome. Would like it in the standard subscription not just advisers

  2. Account transactions report - Show description of transaction line

    143 votes
    63 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

    For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

    To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

    If you're trying to find the account a bank transaction or system account line has…

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    Dina Naran commented  · 

    Agreed, we need the full description of the transactions that was entered when the expense claim was created at this stage we only see the supplier name not the full description provided, this must be a simple fix to keep our xero expense claim users happy :)

    Dina Naran supported this idea  · 

  3. Bank reconciliation - Ability to move selected transactions to the following month.

    4 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Dina Naran supported this idea  · 

  4. Xero Expense - Assign Approver for multiple submitters

    263 votes
    105 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.

    Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.

    Dina Naran supported this idea  · 

  5. Billable Expenses - Files to copy through to the Sales Invoice

    191 votes
    submitted  ·  111 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Dina Naran commented  · 

    Obviously, a much need feature, Xero please update us when this is likely to be developed. You are moving all expense users onto a new platform is this feature included in the change?

    Dina Naran supported this idea  ·