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5 results found

  1. Invoice Report - Including account, date paid and method of payment

    66 votes

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    25 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye out on the traction this idea receives in the community. Thanks

    Jodie Riddex supported this idea  · 

  2. Reports - Add Contacts report to show contact details and contact activity

    21 votes

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    13 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jodie Riddex supported this idea  · 

  3. Contacts - Add fields for Primary/Secondary/Other contacts

    8 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Jodie Riddex supported this idea  · 

  4. Manual Journals - Assign Contact name to journal

    316 votes

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    166 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.

    We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.

    While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.

    Jodie Riddex supported this idea  · 

  5. Account Transactions Report - Show date transaction was raised

    53 votes

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    24 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jodie Riddex commented  · 

    I've found a way to import costs into the software that we record job details on but without being able to filter by date created on Xero this is going to be a cumbersome process - please Xero make it happen!

    Jodie Riddex supported this idea  ·