4 results found
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Find & Match - Show subtotal of selected transactions
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
1 voteHi Celeste, the subtotal of your selected transactions will be shown in section 3 as per the screenshot you've shared 🙂
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Bank Accounts
We have over 120 bank accounts on Xero - could we have some form of search function when paying an invoice - we have to look through a lot.
1 voteHi! Did you know it's already possible to do this in Xero? You are able to search for a bank account (or another account) when applying payments to Invoices and Bills. If you start typing the name the account will appear for selection.
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
2 votesHi! Did you know it's already possible to have this in the financial reports in Xero!
You can add an account code (ASB 00, ASB 01, ASB 02 etc) to the bank account in the chart of accounts, then when you run the financial reports you click the 'More' button and under the 'Show' section select the add account codes so you can identify the proper bank accounts.
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Ability to completely delete bank statement lines
It would be good to be able to completely delete bank statement lines, so that they are no longer visible as deleted transactions, where, for example they have been imported into the wrong bank account, or client account.
28 votesHi team, returning to the idea here it appears some users may have missed my previous update.
In Xero, if you delete an individual bank statement line this will continue to show in the org as Deleted and can be restored if needed.
However, it is possible to delete Entire bank statement which will remove the entire statement from your org as requested in comments here - Please see our help on this here.
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