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4 results found

  1. Find and Recode - Sort on Find and Recode by description

    90 votes

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    submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Juan Cifuentes commented  · 

    It does not allow to use the filter by “description or reference” as in ACCOUNTS TRANSACTIONS filters.

    Juan Cifuentes supported this idea  · 

  2. Bank Rules - Ability to import and export

    471 votes

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

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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    Juan Cifuentes commented  · 

    Allow importing them from another organization (client) or the system.

    Juan Cifuentes supported this idea  · 

  3. Conversion Balances - Add Tracking options

    5 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Juan Cifuentes commented  · 

    It does not allow loading accounts including “categories”.

    Juan Cifuentes supported this idea  · 

  4. 1099 Report - Total amounts of 'excluded transactions'

    1 vote

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Juan Cifuentes shared this idea  ·