Settings and activity

3 results found

1. Bank Reconciliation - Partially reconcile a statement line

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

   
   

   Sally Perry supported this idea  ·  12 March, 2024

2. Account Transactions Report - Hide Archived Accounts

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   6 votes

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   2 comments  ·  For small businesses  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use? 

   If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks 

   Sally Perry shared this idea  ·  03 April, 2023

3. Ability to completely delete bank statement lines

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   5 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here

   Or is there something else you're looking for here? 

   Sally Perry supported this idea  ·  03 April, 2023