Settings and activity
3 results found
-
201 votes
Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.
Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.
As work for this progresses we'll keep you all informed and updated through the idea here.
An error occurred while saving the comment Gavin Thomas supported this idea · -
210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Gavin Thomas supported this idea · -
147 votes
An error occurred while saving the comment Gavin Thomas commentedI want to migrate a client from QB to Xero but until this feature is available I am hesitant to do so since the ability to post recurring receive money transactions is critical to the work I do for this organisation and will cost me a lot of time compared to QB. Really surprised that Xero doesn't offer this pretty basic functionality when even junk software like QB does.....
Gavin Thomas supported this idea ·
I was about to move a client to Xero but have now paused on discovering this feature isn't available. Critical in creating regular reports in Excel using data exported from accounting software. The client is currently on Quickbooks (which has this feature) and I can't move them until this feature is added.