Settings and activity
3 results found
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73 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
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Lucinda Monks
supported this idea
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49 votes
An error occurred while saving the comment Lucinda Monks
commented
This should be for the filter on the bank reconciliation as well, we handle receipts and spent items separately and it's really see where we're at on spend items when there are lots of unreconciled receipt items that can't be filtered out.
Lucinda Monks
supported this idea
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250 votes
Hi everyone, we've got a bit of an update we'd like to share with you all here.
Some of you may have already seen, following the closure of CATO, we’re launching a new simple accounts production & tax solution for small businesses. This'll be available as a paid annual add-on from August 2026.
With this solution you’ll be able to file your micro company accounts and corporation tax returns directly to HMRC from inside Xero, using data from your organisation in one simple flow.
The feature doesn’t replace the more powerful, flexible tools you use with your accountant or bookkeeper. If your advisor files on your behalf, nothing changes.
This solution is for small business owners handling their own corporation tax, this means less time wrestling with separate tools and a simpler, more streamlined way to stay compliant.
If your tax needs get more complicated or you need more support,…
An error occurred while saving the comment Lucinda Monks
commented
Completely agree this is a basic that should be there. I am an FCA working within companies. They are paying me for my experience and expertise in preparing accounts, yet the accounting package doesn't let me do this, and forces them to pay twice, and pay more, for an accountancy practice to do what could be done in house. Or to do accounts manually, which is more time consuming. This is a misjudgement of your customers and their needs.
In response to the reply above suggesting to connect to a Xero partner, we do have one, but don't want to pay them to prepare accounts when I can do this in house for a much lower cost.
A first step could be for Xero partners to be able to give customer staff access to the functionality, to prepare accounts and tax for the partners to review, if this could be a quick win, but this functionality should be available for all customers as they all need to prepare accounts and tax returns and shouldn't be held ******* to pay a partner they don't otherwise need.Lucinda Monks
supported this idea
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This would be really useful, as we handle receipt and spend items separately. It's really hard to see where we are on the spend items when there are a lot of unreconciled receive items that can't be filtered out.