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  1. Bills - Filter and view bills by tracking category

    65 votes

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    submitted  ·  25 comments  ·  For small businesses » Business features  ·  Admin →
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    Timea Hoskins commented  · 

    As Craig and Yasmin have said the ability to filter by tracking categories is essential to speeding up so may processes but in particular with regards to bank reconciliations. We have a client who has 3 entities in her Xero programme, all using the same suppliers with the same billing amounts for each entity in a lot of cases - this enhancement would be a life saver - no exaggeration! ;)

    Timea Hoskins supported this idea  · 

  2. Reconciliation: Find and Match - add filters for date ranges

    45 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Timea Hoskins commented  · 

    Also would be good if tracking categories was part of this filter. Where tracking categories are used for example as trading entities it will help to ensure the correct invoice is reconciled if suppliers invoice for multiple entities.

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