Settings and activity
16 results found
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48 votes
Wayne Muncaster supported this idea ·
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51 votes
Wayne Muncaster supported this idea ·
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63 votes
Wayne Muncaster supported this idea ·
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77 votes
Wayne Muncaster supported this idea ·
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77 votes
Wayne Muncaster supported this idea ·
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88 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 supported this idea ·
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116 votes
Wayne Muncaster supported this idea ·
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199 votes
Wayne Muncaster supported this idea ·
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155 votes
Wayne Muncaster supported this idea ·
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196 votes
Wayne Muncaster supported this idea ·
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234 votes
Wayne Muncaster supported this idea ·
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295 votes
Wayne Muncaster supported this idea ·
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179 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 supported this idea ·
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673 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Wayne Muncaster supported this idea ·
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384 votes
Wayne Muncaster supported this idea ·
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582 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 supported this idea ·
How come this hasn't been done 10 years after it was suggested? It seems like basic functionality and would certainly make reporting easier.