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  1. Invoicing - Customize PDF file name to include contact name

    25 votes

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    7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for reaching out and letting us know how we can improve! We’ve given your idea the green light, and now it’s time for the community to weigh in.

    Be sure to share your suggestion with colleagues who would find this useful so they can upvote it, too. The discussion is officially open, allowing other users to comment on how this idea would help them get more out of Xero.

    Matthew Cummins supported this idea  · 

  2. Homepage | Cash in and Cash out - Split by Business and Owner drawings

    4 votes

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    1 comment  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you sharing the need in this split of the cash in and out widget here. We're tracking the ideas we receive on the homepage closely and I'll be sure to share if there are any updates planned for this, here.

    Matthew Cummins supported this idea  · 
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    Matthew Cummins commented  · 

    This is absolutely critical, and my biggest disapointment with Xero after moving from another package.

    As a sole trader taking money out of the business or adding money in to the business are equity activites, not operational activities.

    Regardless of accounting standards, or how equity is classified, from an operational point of view I want to be able to see how much money came in for a month, and how much money went out on OPERATIONAL areas and actual business costs, EXCLUDING my drawings. Otherwise it doesn't show an accurate or useful picture of the business operations itself.

    If my revenue was $10,000 for a month and my business costs were $3000 and I withdrew $6000 is a VERY different situation to if my revenue was $10,000, my business costs were $7000 and I withdrew only $2000 for the month. Yet both those scenarios would show up exactly the same on the graphs. Owners equity drawings and also adding capital are a very, very different type of transaction to all other business cash flows.