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  1. Reporting - Set default date columns from oldest to most recent

    30 votes

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    15 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    You can re-order the columns of your report with the layout editor, Robbie. 🙂


    Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout. 

    If you're like to make this the default layout there is also an option for this - see our help here & here

    Tim Diggins supported this idea  · 

  2. Bills - Apply contact defaults when automating bill creation

    17 votes

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    8 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.

    We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.

    We will continue to track the interest in these other creation types and share if there are any further improvements.


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    Tim Diggins commented  · 

    Very important to have default like currency - it's confusing (and feels like a bug) when it recognizes the contact, but doesn't apply their defaults.

    Tim Diggins supported this idea  ·