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  1. Account transaction report - Include where money was spent

    1 vote

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tracey, just trying to better understand what you're after here. When you say you'd like to see where the money was spent can you provide an example of where this information is being entered in Xero?

    Right now, for the Account Transactions report you could select to Include the 'Related account' or 'Contact' column which may provide more of the detail you're in need of here?

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    Tracey Lindsay commented  · 

    Hi, I have attached another example to try to explain better. The Contact and Related Column don't give the information we require.

    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

    20 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

    33 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

    60 votes

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    submitted  ·  27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tracey Lindsay supported this idea  · 

  7. Repeating Invoice - bulk update of amounts

    247 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

    32 votes

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