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For small businesses: Accounting features

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Bank Account Transactions - Ability to quickly Edit Reference from the list view

TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.

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Julie McCombe shared this idea  ·   ·  Report…  ·  Admin →
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  • Yazz Bhatti commented  ·   ·  Report

    Yes please!

    References should be editable at any time - it helps when checking items off at the end of the month and end of year.

  • AdminXero Team (Admin, Xero) commented  ·   ·  Report

    To have reference fields appear when applying cash basis in the Account Transaction report.

    Purpose: To save time from having to manually export to excel and add the description from there.