Bank Reconciliation - Option to switch Spend Money to Receive Money
Bank accounts that do not have bank feeds - Spend money should have a reverse function in case a spend money is used when it is supposed to be a receive money.
Thomas Bennetts
shared this idea
Thanks for sharing this idea with us 🙂 I can absolutely see why being able to switch a transaction from Spend Money to Receive Money in the Account Transactions tab, without having to delete and recreate it, would be helpful.
At the moment, this isn’t something Xero supports, but I’ve passed your feedback on as a product idea so it can gain visibility with the team. We really appreciate you taking the time to let us know, as suggestions like this help highlight where we can improve the experience.
While I can’t promise if or when this might be introduced, your feedback has been noted and shared with the relevant team.
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Garfield Barnett
commented
I have often entered information only to find out later that I have entered it into the wrong catagory either spend or received by mistake. My old money program had the option to right click the transaction and change a spend to a receive or vice versa. This saves a fair amount of time especially if the transaction has a few lines to it.
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Joanne Muxlow
commented
I don't think this is possible but it would be a real help to be able to highlight transactions so you can change them to the other column as I've just spent 20 mins on the Spend column when it should have been Received as I forgot to change it at the start !!
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Becky Fox
commented
Yes!
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Becky Fox
commented
Sometimes we enter a receive money as spend money in error. It would be nice if you could "recode" it or toggle it back and forth.