Settings and activity
4 results found
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32 votes
Hi everyone, we appreciate this idea has been one many here have desired for some time.
Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.
Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.
I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !
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Shelley Nolan
supported this idea
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48 votes
Hi team, we appreciate interest and the value our customers have in using and being able to keep track that transactions have ben assigned to Tracking categories in your org.
As we continue to develop Xero, ideas in the forums here are being considered closely by our product teams.
I want to be upfront that we don't have any immediate plans for developing a Tracking widget or adding a tracking view to the existing widgets, but if any work is picked up around this we'll be sure to let you know here. Thanks
An error occurred while saving the comment Shelley Nolan
commented
Account Watch List - have multiple lists available on the Dash board.
We have 2 venues (Tracked by categories) It would be good to have separated Watchlists to monitor what is happening at each venue rather than just a long list that is all jumbled up
Shelley Nolan
supported this idea
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29 votes
Hi team, we wanted to share an update as this will be possible within the new Xero Homepage!
You'll find with the new Chart of accounts watchlist widget you'll be able to reorder by any column in the watchlist 😊
You can currently try out the new Homepage in the demo company. I'll be back to confirm when this is live to all users. Thanks!
Shelley Nolan
supported this idea
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132 votes
An error occurred while saving the comment Shelley Nolan
commented
This is essential for our business. It would also be such an easy thing to implement... Sad to see it has been hanging around for 2 years with no result.
Shelley Nolan
supported this idea
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e Sad to see that this idea is over 2 years old with no feedback or outcome.
THIS IS REALLY IMPORTANT
Even better would be to also have it on the AWAITNG PAYMENT Screen so that when you are checking off supplier statemenst the bank details are there to be checked.
Even better again... when you select a planned payment date you are prompted to tick off that you have checked the bank details in Xero match the statement Bank details of the supplier should be visible on all screens when entering and checking invoices.
THIS IS CRITICAL