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  1. Xero Analytics Plus | STCF - Options to export

    76 votes

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    41 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rochelle van Greunen commented  · 

    It is very difficult to run controls in the current format i.e. I need to group wages, COS etc. to determine whether we need to add adjustments

    Rochelle van Greunen supported this idea  · 

  2. Find & Recode - Ability to bulk update exchange rate of multiple transactions

    10 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rochelle van Greunen supported this idea  · 

  3. Customer Statement - Option to remove allocated payments

    31 votes

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    19 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting to see a direct option within customer statements that exist in Xero. 

    An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂

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    Rochelle van Greunen commented  · 

    @Lance Dickerson is DEAR a CRM?

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    Rochelle van Greunen commented  · 

    Our customers are requesting adjusted statements meaning a lot of manual work now needs to be performed

    Rochelle van Greunen supported this idea  ·