Settings and activity

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1. export xlsx excel report

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp shared this idea  ·  22 August, 2024

2. Customer statements - Export to Excel

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   submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  22 August, 2024

3. Manual Journals - Export multiple journals

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  22 August, 2024

4. Contacts - Export Statements to CSV

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   submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  22 August, 2024

5. Custom Report - Ability to Hide/Unhide Columns

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  23 July, 2024

6. Reconciliation | Ability to add tracking for "minor adjustments"

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  23 July, 2024

7. Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  23 July, 2024

8. Executive summary report - Filter to show information for different tracking

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  23 July, 2024

9. Income and expenses by contact - Filter using tracking category

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Monique Wolvekamp supported this idea  ·  23 July, 2024

10. Tracking - Ability to lock options from being used

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  23 July, 2024

11. Tracking - Ability to bulk add and delete tracking on invoices

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

    Hi everyone, appreciate the interest in the idea here. 

    
    

    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 

    
    

    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    Monique Wolvekamp supported this idea  ·  23 July, 2024

12. Tracking - Make mandatory / required

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    submitted  ·  73 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  23 July, 2024

13. Tracking Categories - Reorder departments

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

14. Tracking - Apply to multiple lines easily

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    3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Monique Wolvekamp supported this idea  ·  22 July, 2024

15. Branding - Add Tracking Categories to Invoice Template

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

16. Tracking categories - Spread costs across tracking categories

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

17. Reporting - Budgets by tracking category to integrate with master overall budget

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    submitted  ·  60 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

18. Tracking - Link options within categories

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

19. Activity Statement - Filter transactions by Tracking Category

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Monique Wolvekamp supported this idea  ·  22 July, 2024

20. Profit & Loss Report - compare tracking categories

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    11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Monique Wolvekamp supported this idea  ·  22 July, 2024