Settings and activity
8 results found
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21 votes
An error occurred while saving the comment David Protheroe supported this idea · -
20 votes
An error occurred while saving the comment David Protheroe commentedCan we also see "item" as a separate column as an option in Account Transactions.
David Protheroe supported this idea · -
23 votes
An error occurred while saving the comment David Protheroe commentedWe have cash sales on-line, which are converted outside Xero into .csv files. Currently I import them as invoices, even though the customer won't see the invoices, and then match them to the payment. It would be more efficient to import them as receive money transactions.
David Protheroe supported this idea · -
91 votesDavid Protheroe supported this idea ·
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3 votes
An error occurred while saving the comment David Protheroe commentedI think my problem is the same. Xero does not populate the sales description in the invoice from the item code, even if the description in the imported .csv file is left blank, but it will populate other fields, e.g. price or account code.
David Protheroe supported this idea · -
161 votesDavid Protheroe supported this idea ·
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218 votesDavid Protheroe supported this idea ·
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5 votesDavid Protheroe supported this idea ·
I'm in the same position as Trevor Pyman. We're also a member-based organisation and the member number is the key to all our reports. Currently I'm having to use lookup tables in a spreadsheet as a workaround.