Settings and activity
2 results found
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59 votes
Hi community, appreciate wanting an update from us here, and we'd like to thank those that have additionally added their support since our last update.
I’m pleased to let you know our reporting product team is working on a new synced notes experience that's intended to keep notes aligned with the source report, including carrying through switch rule behaviour.
We understand current behaviour means figures can stop matching when switch rules move balances between groups in the source report. - The work our team are doing is designed to solve that by allowing you to create synced notes from groups in a report. These synced notes will stay connected to the source report and respect switch rules, helping the related note figures stay aligned.
We've already started rolling this out for AU and NZ customers and I'll round back to confirm once it is live to all regions. 🙂
Todd O'Connor
supported this idea
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187 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Todd O'Connor
supported this idea
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Yes, I've just spent all day trying to create a basic set of accounts only to fall at the final hurdle because the notes won't match the balance sheet. WTF?