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6 results found

  1. Sales Invoices - Ability to bulk edit/update invoices

    84 votes

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    submitted  ·  19 comments  ·  For small businesses » Business features  ·  Admin →
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    Tercy Gallos supported this idea  · 

  2. Reconciliation - Foreign payment from foreign currency (different)

    35 votes

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    submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tercy Gallos supported this idea  · 
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    Tercy Gallos commented  · 

    Totally agree!! This should be a basic feature available for users. Hope more can support this idea to bring it forward.

  3. Bills - Filter and view bills by tracking category

    95 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Tercy Gallos supported this idea  · 

  4. Tracking Categories Report - Ability to print/download tracking categories

    44 votes

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

    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

    Tercy Gallos supported this idea  · 

  5. Bank Reconciliation: Search for transactions across all accounts

    223 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Tercy Gallos supported this idea  · 

  6. Reporting - Ability to create own report code structure

    200 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tercy Gallos supported this idea  ·