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  1. Financial Accounts - Switch rules effect notes

    45 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminBrigitte Anderson (Admin, Xero) responded

    Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.

    How you can help:

    • This conversation will take about 30 minutes via video call
    • We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes

    If you're interested, please use this link to choose a time that best suits you.

    If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!

    We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.

    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  ·