Sales tax lookup feature to automatically calculate sales tax based on an address Xero Customer Service Customer Service4.7 Personal Support4.0 Self-Service5.0 Xero used to offer strong customer support, and while there are still a ton of great support resources available, getting in touch with an...
By using the Organisation ShortCode and report ID, you can construct a deep link to a resource in Xero that will reference the correct Xero Organisation, for example: https://go.xero.com/organisationlogin/default.aspx?shortcode= The ShortCode for a Xero Organisation can be retrieved from theOrg...
This was the most direct revenue-by-customer reporting we encountered as we reviewed accounting software platforms. Another reporting feature unique to Xero is the ability to compile reports into a “report package.” Through this tool, you can assemble balance sheets, P&L statements and top-...
For accountants, the customer support is good enough. There is a large community so you can usually find the answer you need if you run into an issueCONS Not every useful report is available. And may never get them if they arent on the roadmap. Only really found one strange issue ...
by people who don't actually have to work with products day in day out. in If you didn't already know, a request for the ability to create. From Contacts, select the relevant customer or supplier. Hi, not sure if this has been answered yet but here goes. You have to be ### kidd...
Report job P&L by Job Headers, Job Manager and Job Customer. Manage Job WIP and Estimates to Complete with outstanding purchase orders and sales able to be included in Jobs reports. Know the state of all active jobs regardless of their stage across financial years. ...
Sales Tax report Account Transactions (select all columns, include a date range that capture all transactional data, and remove grouping) Trial Balance Other reports that you deemed necessary Extract data for post-conversion validation (mandatory) Extract the following reports from Xero for...
1. In Xero, search the customer’s name you are refunding by selecting the magnifying glass in the top right hand corner and select their contact. 2. Under their contact, in the top left corner click on the "New" the drop-down and select the “sales credit note.” ...
Yes, certainly. Register for a demo inthis page. Solutions Explore a wide range of business scenarios and learn how to create compelling visualizations with practical finance examples Customer Balance Report Calculate Expected revenue based on Subscription data Customers Preferred Brands....
We provide the accountant with a complete set of software tools so that when he is with the small business he has the complete details of the cash flow, the earnings, and so on. That allows you, the accountant, to much more efficiently service the customer. ...