Settings and activity
5 results found
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15 votes
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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184 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
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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
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4 votesDina Naran
supported this idea
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290 votes
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
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210 votes
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
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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