Settings and activity
4 results found
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24 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
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Ioannis Kioupouroglou
commented
Finally! Thanks for the update, what a nightmare trying to reconcile transactions when you have all the data for a particular supplier and you have to manually navigate through many pages in order to do so!.
Ioannis Kioupouroglou
supported this idea
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An error occurred while saving the comment Ioannis Kioupouroglou
commented
We need the ability to search for a specific customer/supplier i.e. FEDEX so we can see all their unreconciled transaction in a screen and match them with the relative invoices. Kashflow has that and makes life so much easier. I am surprised that is not a feature in Xero.
Just a search bar that filters supplier/customer based on search term
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6 votesIoannis Kioupouroglou
shared this idea
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38 votesIoannis Kioupouroglou
supported this idea
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When I reconcile a specific account up to a certain date I would like to be able to lock that account up to this date in order to prevent any accidental alternations.
Kashflow allows that so when you are done for let's say a month, then you lock transactions up until that date for this single bank account only. It would be very helpful as sometimes changes in one account( i.e PayPal USD account ) when there is a transfer it affects another one.