Settings and activity
7 results found
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9 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
team one
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3 votes
It's not possible to directly combine reports in Xero, however it'd be good to better understand your needs here to determine if there is something that can work for what you're after.
Right now, you can use the Blank report to create a custom report of your own, or you could look to create a Management report pack where you can select multiple reports in Xero create a single pack of these together.
team one
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6 votes
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54 votesteam one
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260 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
team one
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197 votesteam one
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5 votes
Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field.
While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?
team one
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I need your help in one of the issues that I often face. Is this possible to create a report with Bills and projects details in one report.
A report which contains Contact group, status of the bill, project details , invoice date , due date , amount etc.