Settings and activity
5 results found
-
1 vote
Hi Paul, you should find a Top Customers option to the left panel of the report. This automatically orders customers by Gross amount and should show in order when exported. 😊
An error occurred while saving the comment 
Paul Granier
shared this idea
·
-
2 votesPaul Granier
shared this idea
·
-
5 votes
An error occurred while saving the comment Paul Granier
commented
I agree. All development needs to do is allow a negative Expense Claim.
Paul Granier
supported this idea
·
-
176 votes
An error occurred while saving the comment Paul Granier
commented
This will not matter much to very small businesses, but the larger the company, the more critical this feature is going to be. We are new to Xero and the only feature that we are needing from your top tier license is Xero Expenses. And probably half of the value that I was wanting was to be offload the expense approval process to the employee's manager. But without pending approval notifications to an employee's manager, this really is not possible and the burden of manually getting approvals for employee expenses will still fall on accounting. This is definitely not where it belongs and hope that Xero enhances this functionality soon.
I will also put a plug in for adding a default mileage rate. This should be very simple to add and would prevent the employees from having to remember the mileage rate each time they enter a mileage expense.
Paul Granier
supported this idea
·
-
77 votes
An error occurred while saving the comment Paul Granier
commented
This should be a very simple enhancement and would add a lot of value...
Paul Granier
supported this idea
·
Thanks! That definitely helps solve that issue. :)
It would also be great, if the following capabilities were available:
- include ability to summarize by group when customers are within a group. We have multiple customers that are tracked by department and on this report, we want to see the total sales by customer, not by department within a customer group. The way it worked in Quickbooks is that you would see the group amount and then indented would be the department detail. This is a pretty big deal and is requiring me to create two reports to get everything that I need for sales reporting. One report being top sales and the other being Sales by Customer Group. It would be ideal to see all of this information in one report like I could get from Quickbooks by default.
- include ability to customize the filter with the Top Customers format. It worked great for the most part with the default filters, but bad debt amounts are showing in the report and it would be ideal to exclude those bad debt amounts.