Settings and activity
4 results found
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82 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
Nicola Barnett
shared this idea
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355 votes
Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
An error occurred while saving the comment Nicola Barnett
supported this idea
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6 votes
An error occurred while saving the comment Nicola Barnett
commented
And the actual tax calculation!
I am having to use Sage still to get the right reports for clients on corporation taxNicola Barnett
supported this idea
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59 votes
An error occurred while saving the comment Nicola Barnett
commented
This is critical for chasing clients - quickly having access to notes for each invoice and multiple invoices when speaking with customers.
Nicola Barnett
supported this idea
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How is this not a report in accounting software!
It's critical to businesses, which Xero is trying to make itself?
It's a calculation isn't it?