Settings and activity
4 results found
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600 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Jonathan Bell
supported this idea
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Jonathan Bell
supported this idea
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45 votes
An error occurred while saving the comment Jonathan Bell
supported this idea
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5 votes
An error occurred while saving the comment Jonathan Bell
commented
This feature needs to be added ASAP!
Jonathan Bell
supported this idea
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I need to reconcile multiple payments against a single payment physically received into the bank account (EFTPOS settlement). I would like to be able to search by date instead of "Search by name or reference / Search by amount". I know I can sort by date either ascending or descending, but it is no substitute as there is a limit of 50 transactions per page, and the function only sorts the current page of transactions, not all of them, so effectively has no use.