Settings and activity

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1. Files - Allow file emails without attachments

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   submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Daniel Banik commented  ·  23 May, 2022  ·  Edit…  ·  delete…

   Many of our bills arrive as emails.

   It would be great if we could drag and drop an email onto a transaction and have it attached.

   At the moment, I export the email to PDF and attach it. This would save me a mountain of time.

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   Daniel Banik supported this idea  ·  23 May, 2022

2. Bank Reconciliation - Show more statement lines per page

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   115 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
   This will go live to everyone over the coming weeks so if you don't quite have it yet, the change will be with you soon. Thank you all, and I'll be back to confirm once this is live to everyone! 

   Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
   We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
   Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
   We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.… more