Reconciliation - Flag any transaction for Review
We need a way to flag a transaction, either a sales, bill or account transaction that can then be pulled into a report for review before finalising BAS's etc.
Whether that be a spend money that you are awaiting a Tax Invoice for, a bill that is in dispute, or a sales that need follow up.
Could it be in the Bank Reconciliation menu where you can then pull the "discuss" notes into a report and the query notes could be there?
Nicole Simpson
shared this idea
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Benbow & Pike Chartered Accountants
commented
Advisors report for queried transactions:
Accountants/bookkeepers should be able to mark reconciled transactions (with a flag or star) and have a space to leave a comment/question. A report should then be able to be run listing all queried/flagged transactions (similar to the uncoded statement lines report). This report can then be sent to the client to answer / clients can access the report in Xero to answer. -
Renee Padberg
commented
This idea is great. I would love to be able to have a list of flagged transactions that you can go through. I see things but dont always have time to address it then and there but it needs to be noted for year end or when preparing the BAS.