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  1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Michelle Tucker commented  · 

    I totally agree, we need the ability to attach a copy of the bank statement to the bank account. The files section is a great feature but the statement really needs attaching to the bank account or reconciliation report please. As this was suggested in 2022 and it is now 2024 can someone look at it please.

    Michelle Tucker supported this idea  · 

  2. Invoice - Email to create an invoice in Xero

    20 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Michelle Tucker commented  · 

    This is going to be a necessity for anyone that uses bespoke software for their business. My client runs a day care nursery that issues the sales invoices based upon the attendance register, which could email the sales invoices to Xero when they are emailed to parents.
    If this function was available it would remove the need to send each one to Hubdoc to then post as a draft into Xero. It also removes the need to create a csv file which can be too complicated for a client to do.

    Michelle Tucker supported this idea  ·