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  1. Reporting - View payment reference and date paid

    18 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Allison Hawkins commented  · 

    Currently in order to pull out data on invoices paid in a given timeframe you have to use the Paid tab under Invoices, highlight it and dump it into Excel to manipulate it.

    Please create a report that gives the ability to select invoices that are billed in a given date range and paid in another and/or at least the ability to run a report on invoices paid in a given period. Currently, the Receivable Invoice report date range only refers to the invoice date -if you could also have a date range for payment date we could actually run commission reports out of Xero. It's a common ask across many clients.

    Allison Hawkins supported this idea  · 

  2. Workpapers - Roll forward to the next years workpapers

    105 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Allison Hawkins supported this idea  · 

  3. Customer statements - Export to Excel

    193 votes

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    submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Allison Hawkins supported this idea  · 

  4. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    266 votes

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    submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Allison Hawkins supported this idea  ·