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6 results found

  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    747 votes

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    199 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

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    Lydia Sun commented  · 

    Could you please allow credit notes to apply to the payment instead of to an invoice (payable).

    Lydia Sun supported this idea  · 

  2. New Account Summary Report - Search by Account Code

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lydia Sun supported this idea  · 

  3. Project report - Include account name and account code

    72 votes

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    submitted  ·  33 comments  ·  For small businesses » Business features  ·  Admin →
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    Lydia Sun supported this idea  · 

  4. Reporting - Sort by Account Name or Account Code with option to hide code

    52 votes

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    18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate not exactly what's being asked here but to confirm what's available at present. 

    In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like. 

    Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report. 

    You can also Save as custom so you can then access this layout anytime you need. 

    To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in. 

    Lydia Sun supported this idea  · 

  5. Report's - GST Audit report, option to print PDF version by Account number

    107 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.

    While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here. 

    Lydia Sun supported this idea  · 
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    Lydia Sun commented  · 

    agree, will be handy, also, if you can add number code in gst audit report will be better too

  6. Bank Rules - Account Description from Statement Description

    91 votes

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    submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lydia Sun supported this idea  ·