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  1. Monthly Total Invoiced Amount per contact

    3 votes

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.

    If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.

    Ifan Vaughan supported this idea  · 

  2. bank rec

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Ifan, when you say running total of the bank in bank rec can you share a bit more of how you would use this when reconciling? Currently from the Reconcile screen of a bank account there is the Balance in Xero shown at the top that updates as you reconcile.

    Alternatively, the Account Transactions could be helpful for you here which will show the running balance of the accounts selected.

    Ifan Vaughan shared this idea  ·