Settings and activity
17 results found
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46 votes
Wayne Muncaster
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49 votesWayne Muncaster
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61 votesWayne Muncaster
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72 votesWayne Muncaster
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76 votesWayne Muncaster
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87 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Wayne Muncaster
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101 votesWayne Muncaster
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175 votesWayne Muncaster
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150 votesWayne Muncaster
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An error occurred while saving the comment -
176 votesWayne Muncaster
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209 votes
Hi team, we're pleased to share that we have begun rolling out the ability to show nil(zero) balance accounts within the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank reports and Report Templates.
When available you'll find a new option from the 'More' menu in each of these reports, as well as a blanket setting within the Report preferences where you can select to 'Include accounts with zero balances or activity'.
As we slowly ramp up this release to all users, we thank you for your direct interest in this idea here and welcome your feedback.
While I'll be sharing any feedback from you with our product team, I'll also be back to confirm once complete and this feature is with live with you all.
Wayne Muncaster
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220 votesWayne Muncaster
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277 votesWayne Muncaster
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178 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Wayne Muncaster
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611 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Wayne Muncaster
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377 votesWayne Muncaster
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553 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Wayne Muncaster
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How come this hasn't been done 10 years after it was suggested? It seems like basic functionality and would certainly make reporting easier.