Settings and activity

63 results found

1. Profit & Loss (Income Statement) - Year to date percentage of income

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Chris Curlett supported this idea  ·  17 April, 2023

2. Bank report - Date last reconciled

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below. 

   Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.  

   Chris Curlett supported this idea  ·  17 April, 2023

3. Reports - Option for All time / All dates to view all transactions

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your idea with us here, Doug. Is there a specific report you'd find this helpful for? Maybe the Account Transactions report?

   Chris Curlett supported this idea  ·  17 April, 2023