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46 results found

  1. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  2. Bank Rules - Copy Bank Rules

    106 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  3. Bank reconciliation - Send automatic receipts

    73 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    610 votes

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    175 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Jane Stergio supported this idea  · 

  5. Xero Blue | Global Search - By Contact account number

    46 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jane Stergio supported this idea  · 

  6. Contacts - Import with contact Group

    92 votes

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    submitted  ·  40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jane Stergio commented  · 

    This would be a very useful function - the group function is not as useful without being able to set via import.

    Jane Stergio supported this idea  · 
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