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6 results found

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

    6 votes

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    3 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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    Alex Graham commented  · 

    On the reconciled transactions report it would be really useful to have a filter by Method. There is no way of grouping or sorting the autoreconciled transactions and it is useful to be able to find the ones that have been reconciled by "Memory" or "Prediction" so that these can be checked as these are the ones that sometimes need updating so the auto-rec can learn the correct treatment

    Alex Graham supported this idea  · 

  2. Auto Reconcile - Relocate Auto Reconcile toggle to Settings.

    10 votes

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

    Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.

    Alex Graham supported this idea  · 

  3. Workpapers - Ability to add a note function to each account

    54 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Alex Graham supported this idea  · 

  4. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Alex Graham supported this idea  · 

  5. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Alex Graham supported this idea  · 

  6. 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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    Alex Graham commented  · 

    Adding the current report into a management pack means that the turnover in the profit and loss account report shows the NET turnover and then adding the Top Customer report into the pack shows the figures GROSS. The top customers reports doesn't link back to the profit and loss account report due to showing the gross figures. If a company is VAT registered surely knowing the NET sales per customer is the relevant information rather than GROSS.

    Alex Graham supported this idea  ·