Settings and activity
10 results found
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48 votes
Cavin Myburgh supported this idea ·
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291 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
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160 votes
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27 votes
Cavin Myburgh shared this idea ·
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387 votes
Cavin Myburgh supported this idea ·
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297 votes
Cavin Myburgh supported this idea ·
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254 votes
Cavin Myburgh supported this idea ·
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179 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.
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99 votes
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214 votes