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  1. Customer Statements - Include prepayments

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Brenda Carter shared this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    164 votes

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    20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency. 

    When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊

    For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once. 

    This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all. 

    Brenda Carter supported this idea  · 

  3. Contacts - View unallocated Overpayment/Prepayment/Credit at a glance

    28 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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.