Settings and activity
7 results found
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168 votes
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Sarah Tampion
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836 votesSarah Tampion
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An error occurred while saving the comment Sarah Tampion
commented
It would be great to have another tab in an employees profile where contracts and any other signed documents can be uploaded for the individual.
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115 votes
An error occurred while saving the comment Sarah Tampion
commented
Can we have the ability to move bank transactions from one bank account to another. For example a client accidently sets up their bank account twice. One has the feed going in but not visable and the other has had transactions added. Now the accounts are sorted the transactions all need to be consolidated into one account that has the feed. This isn't something that can be done as yet as it isn't transaction account re-coding, it's transaction account moving.
Sarah Tampion
supported this idea
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210 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.
Sarah Tampion
supported this idea
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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.
Sarah Tampion
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150 votesSarah Tampion
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202 votesSarah Tampion
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We have multiple clients using Xero Projects and a couple of these are builders. The deposit function is used for initial payments, however when progress payments are required they are not able to enter another deposit invoice. This would be helpful as they need to have multiple deposit/progress payment invoices to be be able to bill at each stage.