Settings and activity

4 results found

1. Bank report - Date last reconciled

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

   Hi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below. 

   Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.  

   Alicia Matayoshi supported this idea  ·  25 August, 2023

2. Bank Account | Imported statement balance - Ability to edit

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alicia Matayoshi commented  ·  25 August, 2023  ·  Edit…  ·  delete…

   I newly created a client that I imported over 2 years worth of bank statements using MoneyThumb, there are many misspellings. I would like to be able to make the corrections directly in Xero so I won't need to keep modifying/updating bank rules .

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   Alicia Matayoshi supported this idea  ·  25 August, 2023

3. Navigation - Ability to open multiple Xero organisations on different tabs

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   submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Alicia Matayoshi supported this idea  ·  25 August, 2023

4. Manual Journal - Ability to add a line anywhere

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Alicia Matayoshi commented  ·  25 August, 2023  ·  Edit…  ·  delete…

   Yes I having the ability to use the up/down arrows would help save time! Especially on updating recurring Journal entries.

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   Alicia Matayoshi supported this idea  ·  25 August, 2023