Settings and activity
4 results found
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8 votes
Alan Nicholsby
supported this idea
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6 votes
Hi team, while this isn't something we have any direct plans around atm we appreciate the feedback here and will continue to track the support this idea receives. I will be sure to let you know if there are any updates to accommodate this styling of reports in Xero.
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19 votes
An error occurred while saving the comment Alan Nicholsby
commented
I know this conversation started a while ago but I too want to claim gift aid. I have created a group in my contacts of those that have submitted a gift aid declaration and via the reports I can identify all their transactions that are eligible for gift aid. I have created a Gift Aid tracking category and want to update this with the year (or other identifier) that gift was (or will be) claimed for the transaction, but cannot find a way to do it. I had hoped the find and recode would allow this but it doesn't. Any ideas please?
Alan Nicholsby
supported this idea
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9 votesAlan Nicholsby
supported this idea
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I too would like to add an organisation header to a report. We are a charity and issue an annual statement to people who make regular monthly donations. Currently I use the transaction report and group by contact. I then export this and manually copy each contacts' transactions to a Word template which is quite time consuming as we have many regular donors. I am sure other organisations may want to produce monthly statements for their customers.