32 results found
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Tracking Category defaults
be able to set default tracking category by nominal code not just supplier
1 vote -
Rules filtered by payment method
The ability to set up rules to automatically categorise the Xero Chart of Account per payment method would be great for employees uploading their travel receipts as we track in a separate account for each employee in Xero. Or the ability to further refine supplier rules - if supplier is X and payment method is Y = categorise to specific chart of account.
1 vote -
costs upgrade
add insurance and accounting option to costs
1 vote -
Job materials
Put a job materials tab in costs
1 vote -
Restore categories on invoices when an integration gets disconnected.
When categories get wiped out from a Dext Prepare account, they get erased from the invoices in the 'Archive' page on which they were already picked up.
This being said, it would be good to be a feature that will leet you restore all data that was chosen for an invoice even if this information was wiped out from the account.
1 vote -
1 vote
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1 vote
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Sort categories in reverse alphabetical order
Is there a way to make the categories appear in reverse alphabetical order on the "Item Details" page? The categories with the numbers in front (1,2,3) are the most widely used and we would like those to appear first in the drop-down menu.
1 vote -
1 vote
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Link Payment Methods to Categories
It would be great if there's a way to allocate a payment method to a category. For example, all costs with category X are paid in cash and therefore I would like to make it so anything with that category is paid to the cash account.
1 vote -
profit calculator
A option where you can see how much profit you have …sale invoice and expenses and calculate whats your profit
1 vote -
0 votes
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