Settings and activity
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33 votes
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Katie Oliver
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1,182 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Katie Oliver
supported this idea
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332 votesKatie Oliver
supported this idea
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120 votes
Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
An error occurred while saving the comment Katie Oliver
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At least 2 people to authorise so that if one is away and uncontactable there is a backup.
Katie Oliver
supported this idea
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Basic example of summary required is in the picture below. This layout basically contains the details of the Profit and Loss by Tracking Categories report but as a summary and without General Ledger Accounts. The current profit and loss only allows the tracking categories to be across the top as columns but sometimes you just want a summary of the Categories themselves and if you have lots of categories it is easier to read having them down the page as rows instead.
The Tracking Category summary report shows them as rows but only allows you to show one section of general ledger accounts at a time.
The Account Transaction report filtered by category only shows a detailed view, not a summary and doesn’t show the net profit at the bottom.
I use tracking categories for fundraising events and activities of our non profit. It would be great for our committee volunteers could view this information quickly without having to add things up themselves or change in excel.
I’m sure a drill down function would be great for this too, but this format would be a great start.
An option to hide category options with 0 in both income and expense would be required, as would a filter to choose which tracking category header you are doing the report for and dates.
I imagine this would also work well for funded projects.