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5 results found

  1. Sales invoice - Separate status for when credit applied

    16 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Pauline Bennett commented  · 

    How hard can it be to show 'credited' rather than 'paid' once a credit note has been allocated to an invoice?

    Pauline Bennett supported this idea  · 

  2. Credit Note - Flag up credit notes when entered twice

    20 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Pauline Bennett supported this idea  · 

  3. Credit Notes - Select a date for credit note allocation

    12 votes

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    2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.

    Now it's up to the community to get behind this idea 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.

    Pauline Bennett supported this idea  · 

  4. Transactions: Built-in month end close process

    10 votes

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    submitted  ·  3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Pauline Bennett commented  · 

    As an ex long time Sage user I was amazed that Xero does not have this as standard. It's a basic function, yet not available.....

    Pauline Bennett supported this idea  · 

  5. Bank Reconciliation - Filter by spend/receive money

    51 votes

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    submitted  ·  11 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Pauline Bennett commented  · 

    This is such a basic function that I'm amazed that we are still having to ask for it!

    Pauline Bennett supported this idea  ·