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  1. Add Related Account filter to Account Transactions

    1 vote

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Brett Wignall shared this idea  · 

  2. Reporting - Add Related Account filter to Account Transactions report

    8 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.

    Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?

    Brett Wignall supported this idea  · 

  3. Reconciliation - Inter-entity loan reconciliation

    26 votes

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    submitted  ·  4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Brett Wignall commented  · 

    It would literally save Days of time. Needs to include the ability to recognise AUD and non AUD eg NZD base rates so that you can match / reconcile across different currencies

    Brett Wignall supported this idea  ·