Settings and activity
8 results found
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3 votes
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Accounting Rivers Edge
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8 votes
Thanks for your idea, Joe. To better understand the use case and maybe help others who'd be after the same connect with your idea here - Are there any scenarios or situations you generally find when viewing a contact and wanting to view the very next or last contact in a list?
Accounting Rivers Edge
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28 votes
An error occurred while saving the comment Accounting Rivers Edge
commented
This would be helpful for us when we send donation receipts. We would like to be able to attach a newsletter to our donation receipts, and at the moment, we would need to do this to each individual receipt.
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4 votes
Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
Accounting Rivers Edge
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An error occurred while saving the comment Accounting Rivers Edge
commented
We are a summer camp. We invoice each camper in advance. Sometimes we have a third party pay for several campers. When we can only view 200 unpaid invoices, we can't see all the invoices to apply a single payment to. We have over 700 invoices to look through, and can only see 200 at a time. When I look at the next page, it deselects the ones from the first page.
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15 votes
An error occurred while saving the comment Accounting Rivers Edge
commented
This would be helpful. We could give a budget report for the selected department, without giving the budget for the entire business.
Accounting Rivers Edge
supported this idea
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1 vote
Thanks for sharing this idea about how the contact groups feature could be improved for you.
Now, it's up to the community to get behind and support this idea. Make sure to share your idea with any friends or colleagues who use Xero and could benefit from this, so they can add their votes and comments too!
Accounting Rivers Edge
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35 votesAccounting Rivers Edge
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An error occurred while saving the comment Accounting Rivers Edge
commented
We also are a charity. We would like to issue donation receipts either quarterly or yearly rather than with each donation. So far, to do this we must receive a prepayment which we then apply to a quarterly invoice. Each prepayment is listed on a separate line of the invoice so that each donation amount is shown. In order to track monthly donations, we enter the account for each type of donation on the prepayment. This creates extra entries when we run an account transaction report. As well, It makes it trickier to get a charitable donation receipt listing for our accountant at year end.
The other issue we have is that we also have a yearly silent auction. We end up doing manual receipts for those as the amount that can be receipted is what was paid above the market value of the item. In other words, they get a receipt for a portion of what they pay for the item.
It would be helpful to be able issue a receipt for all donations received without having to enter them once on a prepayment, and once on the invoice, and then apply all the prepayment. The receipt should also have the date of the donation and the date the receipt was issued. Is there a way this can be added to Xero's functionality?
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6 votes
Perhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
Accounting Rivers Edge
shared this idea
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Be able to switch to the next contact without having to return to the list of contacts. If you do need to return to the list of contacts, return to the same contact rather than to the top of the page and have to scroll down to reach the next contact.