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8 results found

  1. Reports - Ability to add Contact Account Numbers to Account Transaction Reports

    21 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Protheroe commented  · 

    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.

    David Protheroe supported this idea  · 

  2. Reporting: Account Transactions report - Option to remove the contact name from the description column

    19 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Protheroe commented  · 

    Can we also see "item" as a separate column as an option in Account Transactions.

    David Protheroe supported this idea  · 

  3. Bank reconciliation - Import spend & receive money transactions

    23 votes

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Protheroe commented  · 

    We 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  · 

  4. Contacts - Import with contact Group

    91 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    David Protheroe supported this idea  · 

  5. Invoices - Populate Description when importing with Item Code

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    David Protheroe commented  · 

    I 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  · 

  6. Invoices - Permanently delete invoices.

    160 votes

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    submitted  ·  22 comments  ·  For small businesses » Business features  ·  Admin →
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    David Protheroe supported this idea  · 

  7. Invoices: Repeating Invoices - Bulk Import/Export

    216 votes

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    submitted  ·  90 comments  ·  For small businesses » Business features  ·  Admin →
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    David Protheroe supported this idea  · 

  8. Manual Journals - Automate process of journaling income allocations for stakeholders

    5 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Protheroe supported this idea  ·