483 results found
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Reconciliation | Find & match - Filter by outstanding
When a customer pays, could the find and match box show outstanding invoices for that customer instead of all customer outstanding invoices? It would speed up matching the payment
1 voteNot an idea I've seen raised yet, Lisa. Can see how this may be helpful when you have many invoices entered in your org. It's not something we have any plans around at present but we'll track the interest here and share if there's news.
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Bank Statements - Specify whether Direct/Prepayments/Overpayments on the CSV file
When importing bank statements, it would be very useful if we could select (already in the csv perhaps) whether the payment is to be a Direct Payment, or rather a Prepayment.
We receive almost exclusively prepayments, and I find that when I import the statement, that I cannot select that the income lines should be treated as Prepayment.
1 vote -
Chart of accounts - Search multiple accounts / account codes at once
Adding an advance search in the chart of accounts to search up multiple codes/accounts at once.
1 voteHi Brittany, not getting a lot of traction in community overtime, and not something we have planned we'll soon remove your idea for the forum here.
Right now, depending on your needs you may find that you could use one of Xero's reports to search and find the accounts and details of what you're after here such as the General Ledger Detail or Summary reports.
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