Settings and activity
5 results found
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164 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
Wendy Lacey
supported this idea
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26 votes
An error occurred while saving the comment Wendy Lacey
supported this idea
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241 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Wendy Lacey
supported this idea
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78 votes
An error occurred while saving the comment Wendy Lacey
commented
Please add page numbers on account transactions tab in bank accounts - top AND bottom, so you can skip to the next page without having to scroll down tons of bank data to get to the "next" page! Thanks
Wendy Lacey
supported this idea
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240 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
An error occurred while saving the comment Wendy Lacey
commented
Its crazy this isnt possible! I have to run an aged receivables by contact group and completely format a statement myself. Come on Xero, this should be easy to sort!
Wendy Lacey
supported this idea
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In Find and recode, be able change the description of multiple transactions. Sometimes you have added one description to lots of bills and it needs to change to a different description for all of them. Currently you have to go into each and every one to change it. Annoying.