Settings and activity
11 results found
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99 votes
Gary Fox
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132 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
Gary Fox
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74 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
Gary Fox
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151 votesGary Fox
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3 votes
Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
Gary Fox
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5 votes
Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
Gary Fox
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2 votesGary Fox
shared this idea
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968 votes
Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
This…
Gary Fox
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18 votesGary Fox
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27 votesGary Fox
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51 votes
An error occurred while saving the comment Gary Fox
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We need a (simple) filter "description" "contains" and it would solve just about all of my find tasks alone!