1584 results found
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Customize Line Items order in CSV Exports
We would like to be able to have a CSV Line Items format that allows us to customize the order of the Line Items themselves
1 vote -
landlord rental incomes
when one looks after a block of flats say 34 in the block and is dealt by the managing agent -the agent end of month produces a document giving income for say 3 flats and charging 3 management fees on the same document -so 3 rentals income needs to be split as do the managment fees--ideally with out having to split or convert etc
1 vote -
Show each document's individual line items after an Expense Report has been published to Xero.
Show each document's individual line items after an Expense Report has been published to Xero.
1 vote -
2 tax components/portions for SIP Partners (like ApprovalMax)
Support more than 2 tax components/portions for SIP Partners (like ApprovalMax)
1 vote -
Export items as CSV and PDF at the same time
What I do is search the employee's receipts for a specific timeframe, then possibly choose a client.
Then I export all those as a PDF, so that I can get copies of the receipts, just in case the client needs proof for their own records.Then I have to go back out, and filter everything again, to be able to download the exact same report, but in a CSV format. So that I can more easily create the list to add to the invoices.
1 vote -
Hit enter to send message for Item Messaging
It's such a small thing but why can't we just hit 'Enter' to post a message on an item instead of having to click on the arrow?
1 vote -
Turn "OFF" the "Today", "This Week", "Last Week", "This Month", etc. sections when sorting items in the Mobile App based on Transaction Date
When sorting items by Transaction Date in the Mobile App, we want to be able to see a full list of the items sorted date-by-date. Currently, when you sort by Transaction Date, it displays the items in descending date order, but this resets for each section, i.e - "This Week" sorts the items by transaction date for this particular week's Dates, "Last Week" will do the same for items dating back to the previous week, etc. which causes the List of items to reset on each section, making it hard to track accordingly.
1 vote -
Enhanced Reporting
I think it would be nice if you will have an Enhanced reporting for advisory level. Key Metrics and financial statement
1 vote -
Smart balance for split line rules
Under smart split rules, permit one or more line items to be fixed, with the remaining balance (whatever it may be - variable) is allocated to one or more additional line items for different categories (one or more).
Rationale: Some line items may be recurring for the same amount, while some line items may be variable amounts, and there may even be some line items that only periodically appear.
It would be nice to have the option of allocating the remainder (whatever it may be) to one or more line items where the amount typically varies.
1 vote -
Description field for unmatched transactions
On the bank transactions have a description field where we can put a note in about the transaction not being matched with a receipt...
ie...Recurring charge, job number to apply to, personal. etc.1 vote -
Revert to the last viewed Bank Transaction when you open the Trasnactios section.
When you drill down into a transaction and then close out of it, it takes you back to the start of the list. It would be good if it reverted back to the place on the list where you were when you drilled into a transaction.
1 vote -
1 vote
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Estimated timeframe for completing tasks on a flow
Option to set an estimated timeframe for how long each task on a workflow should take.
1 vote -
Integration: Coinbase Commerce
Coinbase Commerce enables merchants and businesses across the globe to accept payments from anywhere in the world in the supported cryptocurrency of their choice.
1 vote -
Automatic notifications of sync issues / failures
Automated emails that let users know of sync failures or issues with account data.
1 vote -
Integration: 1stDibs
1stDibs is a sales platform for luxury items such as high-end furniture for interior design, fine art and jewelry.
1 vote -
Have the clients in alphabetical order when adding a colleague
When adding a colleague and giving them access to clients they need to be in aplhabetical order
1 vote -
1 vote
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Integration: CardPointe by CardConnect
https://cardconnect.com/cardpointe
Payment processing platform
1 vote -
Integration: ThriveCart
ThriveCart is a shopping cart platform enabling businesses to boost revenue with high converting cart pages.
1 vote
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