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8 results found

  1. customise account transaction report to include where money was spent

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Tracey Lindsay shared this idea  · 

  2. Account Transaction Report - Add additional custom columns

    17 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Tracey Lindsay supported this idea  · 
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    Tracey Lindsay commented  · 

    Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.

  3. Repeating Invoice - Update template if contact email address is changed

    11 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Lindsay commented  · 

    If updating a client address or email address, have this automatically update EVERYWHERE for the client from one place, including Repeating Invoices and Statements. We have had issues where we update the email address for a client in blue Xero and in XPM but this has not updated for the repeating invoices, so these have continued to go to the old email address. Same with Statements.

    Tracey Lindsay supported this idea  · 

  4. Practice Tools | Clients - Bulk email update of a client

    18 votes

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    submitted  ·  1 comment  ·  Practice tools » Clients  ·  Admin →
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    Tracey Lindsay supported this idea  · 

  5. Repeating Invoices - Use updated inventory Unit Prices on repeating invoice templates

    32 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Lindsay supported this idea  · 

  6. Repeating Invoice - Automatic Application of Credits

    59 votes

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    submitted  ·  25 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Lindsay supported this idea  · 

  7. Repeating Invoice - bulk update of amounts

    245 votes

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    78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import. 

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

    Tracey Lindsay supported this idea  · 

  8. Repeating Invoices - Ability to bulk update repeating invoices

    29 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Lindsay supported this idea  ·