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Settings and activity

46 results found

  1. Account Transactions report - Include project column

    113 votes

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    submitted  ·  52 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  2. Account Transactions Report - Show date transaction was raised

    52 votes

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    24 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  3. Account Transactions report - Add Transaction number

    7 votes

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sue Green supported this idea  · 

  4. History and Notes - Filter by action

    21 votes

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    6 comments  ·  Reports & tax » History & notes  ·  Admin →
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    Sue Green commented  · 

    can we also have a cloum with the Nominal Code and the date of the transaction too PLEASE

    Sue Green supported this idea  · 

  5. Lock dates - Ability to edit reference of an invoice in a locked period

    29 votes

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    submitted  ·  15 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Sue Green commented  · 

    Fab Idea

    Sue Green supported this idea  · 
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    Sue Green commented  · 

    Totally agree Reference and Detail please

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

    272 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    Sue Green supported this idea  · 
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