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  1. Bank Account - Add 'Reconciled By' column and filter to Reconciled Transactions

    3 votes

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    2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.

    Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.

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    Vicky Kerby commented  · 

    Filtering on this report for 'method' would make it easier to group how JAX auto rec has reconciled transactions so these can be reviewed quicker.

    Vicky Kerby supported this idea  · 

  2. Bank Rules - Report to review bank rules and their application

    44 votes

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    submitted  ·  13 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Vicky Kerby commented  · 

    This would be great, also showing date the rule was last applied so it's easier to remove old rules no longer needed

    Vicky Kerby supported this idea  · 

  3. Top Customers Report - Ability to show chart in Net figures

    18 votes

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

    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

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    Vicky Kerby commented  · 

    Hi,
    This is really useful for clients showing net, when the figures are gross it does not agree back to the turnover figure. If a business is VAT registered they would want to see net not gross.
    Receivable or Payable invoice detail report is in alphabetical order and therefore is not very user friendly / a good visual for a client to see as it is not putting the customers in order. The Top Customers chart is a great visual for clients, but just needs to be net.

    Vicky Kerby shared this idea  ·