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  1. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

    225 votes

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    82 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.

    I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:

    • A 60-minute video interview where we share early concepts and ask for your feedback

    If you'd be interested in participating and giving your time, please complete this short survey -

    • Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!

    Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁

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    CooperAitken Admin commented  · 

    Yes please!!

    CooperAitken Admin supported this idea  · 

  2. Bank Rules - Account Description from Statement Description

    113 votes

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    33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.

    While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!

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    CooperAitken Admin commented  · 

    This feels like a basic feature that should be there by default

    CooperAitken Admin supported this idea  ·