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4 results found

  1. Contact | List - View 'new' contact and contact group allocation

    27 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jenny Johns supported this idea  · 
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    Jenny Johns commented  · 

    contact groups

    I'd like to see which Groups my customers have been assigned to on the contacts page so that I can see which ones haven't been assigned to a Group. It's easy to see which ones have been assigned within the Groups but not which ones haven't.

  2. Purchase Order - Hover view for purchase orders

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Jenny Johns shared this idea  · 

  3. Hubdoc - Search function or the ability to sort documents within Hubdoc

    25 votes

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    5 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Jenny Johns commented  · 

    Surely there is a search function?

  4. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

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    Jenny Johns commented  · 

    Is this not the function of the bank rules?