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  1. Financial Accounts - Switch rules effect notes

    44 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate everyone's input through the survey we shared through our last update here.

    Our product team are currently looking at a piece of work that could solve for the needs you've shared here. I'll shift your idea to in discovery and we'll keep you informed of any progress.

    Todd O'Connor supported this idea  · 
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    Todd O'Connor commented  · 

    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?

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    180 votes

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

    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  ·