Settings and activity
11 results found
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73 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Sharnette Josephs
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63 votesSharnette Josephs
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206 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Sharnette Josephs
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89 votesSharnette Josephs
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98 votesSharnette Josephs
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5 votesSharnette Josephs
shared this idea
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347 votes
An error occurred while saving the comment Sharnette Josephs
commented
We often have clients with bookkeepers and other individuals involved in the business that need to see BAS or such information but not the personal tax details, a drop down pick list would be perfect
Sharnette Josephs
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149 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Sharnette Josephs
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214 votesSharnette Josephs
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21 votesSharnette Josephs
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6 votesSharnette Josephs
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Thank you Kelly, i am getting just a little frustrated that Xero asks for ideas but then the answer seems to be the same: Good idea but yeah nah, not doing it. Not happy, this idea seems not that complicated to me..........