Settings and activity
4 results found
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15 votes
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Brenda Carter
supported this idea
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19 votes
Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.
Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.
The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.
If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.
To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.
Brenda Carter
shared this idea
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244 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Brenda Carter
supported this idea
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39 votes
An error occurred while saving the comment Brenda Carter
commented
I agree, its frustrating that 'invoice only' users aren't able to see the prepayments at a glance from the Contacts screen.
Add back the ability to add a note to the new GST return. Was helpful when adding end of year adjustments to clients GST returns.