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6 results found

  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    115 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Charlotte Martin supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    606 votes

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    174 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Charlotte Martin supported this idea  · 

  3. Statements - Attach outstanding invoices

    30 votes

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

    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

    Charlotte Martin supported this idea  · 

  4. Fixed Assets - Change behaviour to recognise new asset when account type updated on existing transaction

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Charlotte Martin supported this idea  · 

  5. New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)

    60 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Charlotte Martin supported this idea  · 

  6. Report Pack - Add Uncoded statement lines report

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Charlotte Martin shared this idea  ·