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3 results found

  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    117 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Kathryn Fuller commented  · 

    This update is well past-due! It should be a simple change to swap a transaction to a different bank account. I have spent hours using remove & redo to correct a series of transactions entered in the wrong account.

    Kathryn Fuller supported this idea  · 

  2. Xero Expenses - Customise the bill reference field

    13 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kathryn Fuller commented  · 

    I agree! My vote would be to have the info entered into the description field by the employee when submitting an expense, automatically transfer or be entirely replaced by the reference field. When reconciling or reviewing items under a contact we have to click three different fields to fully open the transaction so that we can view the description. We would rather have the description show in the reference field so we can easily view the content of the expense transaction.

    Kathryn Fuller supported this idea  · 

  3. Reporting | Budget Manager - Customise report layout

    195 votes

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    submitted  ·  105 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kathryn Fuller supported this idea  · 
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    Kathryn Fuller commented  · 

    Adding to the requests for customizable budget manager! We would really like to be able to add/remove/organize categories to match our income statement and existing budget spreadsheet for continuity across the board.