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8 results found

  1. Find and Recode - Sort on Find and Recode by description

    90 votes

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    submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Wendell Beuke commented  · 

    Oh yes, definitely support,

    Wendell Beuke supported this idea  · 
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    Wendell Beuke commented  · 

    I agree. Please add to Find and Recode - Sort on find and recode by description; searching the cash book is not the same

  2. Customer statements - Export to Excel

    164 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Wendell Beuke commented  · 

    Have you tried opening the PDF with Word and then copying to Excel?

  3. Reporting - Report on supplier invoices without valid input VAT tax invoices

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Wendell Beuke shared this idea  · 

  4. Intercompany Account Bank Feed

    7 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Wendell Beuke commented  · 

    I would love to be able to link the bank accounts of entities in the same group of companies / entities. If a payment is made from one entitiy to another in the same group , it avoids the manual entry of a receipt in the other. It seems such a simple feature but will make life much easier for entities in the same group...

    Wendell Beuke supported this idea  · 

  5. Bank Rules - Ability to import and export

    471 votes

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    88 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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    Wendell Beuke commented  · 

    Absolutely agreee this would save lots of time! Not only when taking on a new client but also to cross polinate between clients.

  6. Sales Invoice - Email a range of invoices with different status

    1 vote

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Wendell, it'd be good to understand the needs behind your idea here. Is there a specific reason you'd like to be able to send a invoices of different status together? 

    In lieu, you could look at running and exporting the Contact transaction reports to help paint a picture of your customers activity, this could then be sent to them outside of Xero. 

    Wendell Beuke shared this idea  · 

  7. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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  8. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    246 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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