Settings and activity
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161 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
Alex Clark
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2 votesAlex Clark
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50 votes
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16 votesAlex Clark
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712 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Alex Clark
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167 votesAlex Clark
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25 votesAlex Clark
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3 votesAlex Clark
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This, or for staff to only appear on a client's user list once they have actively accessed their account for the first time.
With the current set-up our options are either to grant all staff access to all clients, which is messy and creates confusion for clients.
OR
Try to manage individual access requests as and when they arise, which becomes more and more difficult and time consuming as our practice scales with both client and staff numbers.