Settings and activity
19 results found
-
25 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
An error occurred while saving the comment 
Shauna VanderHoek
supported this idea
·
-
32 votesShauna VanderHoek
supported this idea
·
-
3 votesShauna VanderHoek
supported this idea
·
-
10 votesShauna VanderHoek
supported this idea
·
-
32 votes
Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
Shauna VanderHoek
supported this idea
·
-
8 votesShauna VanderHoek
supported this idea
·
-
7 votes
Thanks so much for sharing your thoughts! We’ve reviewed your idea, and now it’s time for the community to weigh in.
If you know colleagues who would love this feature too, be sure to send it their way so they can upvote it. Aside from voting, other users can jump in and comment to let us know exactly how your idea would help them get the most out of Xero.
Shauna VanderHoek
supported this idea
·
-
8 votesShauna VanderHoek
supported this idea
·
-
66 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
Shauna VanderHoek
supported this idea
·
-
13 votesShauna VanderHoek
supported this idea
·
-
4 votesShauna VanderHoek
supported this idea
·
-
31 votesShauna VanderHoek
supported this idea
·
-
12 votes
Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
Shauna VanderHoek
supported this idea
·
-
10 votes
Thanks for the confirmation, Ann - I've just updated the idea title and categories to get this showing where others might be interested too.
Most recently we released a new Journal report with a lot more flexibility than the older version, and should help with finding a journal you're looking for.
You can search for a journal by filtering the Journal report by description 😁
Shauna VanderHoek
supported this idea
·
-
6 votes
Hi Jenny, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Shauna VanderHoek
supported this idea
·
-
60 votesShauna VanderHoek
supported this idea
·
-
26 votes
Hi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
Shauna VanderHoek
supported this idea
·
-
3 votesShauna VanderHoek
supported this idea
·
-
260 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Shauna VanderHoek
supported this idea
·
We need our descriptions available at the report level!!! AND we need clarity about WHICH description, since that same term is used in multiple places for completely different things.