Settings and activity
4 results found
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72 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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350 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
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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54 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?