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  1. 8 votes

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    Benbow & Pike Chartered Accountants supported this idea  · 
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    Benbow & Pike Chartered Accountants commented  · 

    Advisors report for queried transactions:
    Accountants/bookkeepers should be able to mark reconciled transactions (with a flag or star) and have a space to leave a comment/question. A report should then be able to be run listing all queried/flagged transactions (similar to the uncoded statement lines report). This report can then be sent to the client to answer / clients can access the report in Xero to answer.

  2. 308 votes

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    Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.

    We look forward to sharing next steps on it's release in the new year!

    Benbow & Pike Chartered Accountants supported this idea  ·