Settings and activity
4 results found
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12 votes
Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields.
Thank you to everyone that flagged that, and apologies for the confusion.
Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).
Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.
As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team.
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Jackie Townsend
commented
As accountants we are busy busy busy and I understand everyone is busy today but we are up against HARD DEADLINES almost daily in our business. Every extra "click" added in Xero over the last months have added extra time it takes to do our jobs. The extra clicks it takes to get to the "last month" Bank Rec is stupid crazy. No one reconciles their bank to "today" - we don't even have bank statements to reconcile to until month end and that is what we need our bank recs to reflect.
Jackie Townsend
supported this idea
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8 votes
Appreciate your feedback, Peter - We have another idea you may have seen related to Contacts.
To give a bit more context, while we've delivered new versions of some features and areas across Xero, this work is enabling us to upgrade technology and we aim to keep iterating on each of these experiences moving forward.
Some of the points you’ve noted here are being developed, such as the ability to add an item from within a transaction.
We've also now reduced the number of steps in Quotes by ensuring items created via the link are available to select immediately, and we’re working to improve the experience further. 🙂I'm going to shift your idea to under review as these developments continue.
Jackie Townsend
supported this idea
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20 votesJackie Townsend
supported this idea
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188 votes
An error occurred while saving the comment Jackie Townsend
commented
The fact that this critical issue has been a non-issue for Xero since 2013 speaks volumes!
Jackie Townsend
supported this idea
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Seriously, how hard is it to allow us to be able to set the report to default date of "last month" (or whatever) and save it as a custom report the same as we can do with all our other reports?