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8 results found

  1. Lock Dates - Allocate Credit Notes to Invoices before a Lock Date

    55 votes

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    submitted  ·  13 comments  ·  For small businesses » Business features  ·  Admin →
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    Fiona Macartney supported this idea  · 

  2. Contact: Prepayment - Show on statement with negative balance

    25 votes

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    submitted  ·  17 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Fiona Macartney supported this idea  · 

  3. Bank Feed - providing all data available from bank such as IRD number

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney shared this idea  · 

  4. Banking - Increase character limit on bank reference field

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney supported this idea  · 
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    Fiona Macartney commented  · 

    We have a similar problem.

    We have just changed a lot of our clients over from MYOB where we could get supplier account numbers, IRD numbers etc in the bank feed details, and could then set bank rules for them based on the account number etc.

    With many transactions Xero gives us a lot less information. Often the supplier account number is missing, or IRD tax type & IRD number are missing. This makes using bank rules impossible for many transactions, and takes a lot longer to reconcile manually as we have to go hunting to find out what the transaction was for.

  5. Bank Rule - "Does not" criteria

    14 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney supported this idea  · 

  6. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney supported this idea  · 

  7. Fixed Assets | Depreciation - Ability to round to the nearest dollar

    4 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney shared this idea  · 

  8. Bank Rules - Copy Bank Rules

    87 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Fiona Macartney commented  · 

    Also needed when you want the same rule to apply to multiple accounts, but not all accounts (unless you create an option to allow us to select multiple accounts when setting up the rules)