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Banking & chart of accounts

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Banking & chart of accounts

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2 results found

  1. Opening balances cannot carried down to next year

    I am running the Accounting Transaction for the period from last year. I found that the opening balances at all bank account was missing start from the Year of 2024. Do you know why? Could you help to share where I can check it the setting?

    1 vote

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    0 comments  ·  Bank accounts  ·  Admin →

  2. System generated OR and PV

    Is it possible to have the system generate PV and OR for each outgoing payment and incoming payment for easy reference and traceability purpose, so that we need not download every payment into PDF and rename them one by one. Its time consuming and non value added.

    1 vote

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    1 comment  ·  Bank accounts  ·  Admin →
    Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Ling Ling, we've moved this to Feedback status for now, as we need a bit more detail to fully understand how it would improve the current process.

    Could you clarify what the abbreviations PV and OR stand for in this context? It would also be helpful to explain how you envision the system generating them and the benefits this would bring to handling payments.

    If you can provide a bit more context, we’d love to review the idea again. Sharing these details will also help other users understand your suggestion better and could increase its chances of gaining traction in the community. You can refer to our Xero Central article for more information on what makes a good idea.

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