Settings and activity
27 results found
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1 vote
Emelie Bankston
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6 votesEmelie Bankston
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4 votesEmelie Bankston
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7 votes
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
Emelie Bankston
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7 votesEmelie Bankston
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216 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Emelie Bankston
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3 votes
An error occurred while saving the comment Emelie Bankston
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27 votes
An error occurred while saving the comment Emelie Bankston
commented
Please save this report as we see it with decimals. I have to save this report twice as I never remember to go to the bottom and check off use decimals.
Emelie Bankston
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150 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Emelie Bankston
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1 voteEmelie Bankston
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2 votesEmelie Bankston
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3 votesEmelie Bankston
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2 votesEmelie Bankston
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8 votesEmelie Bankston
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An error occurred while saving the comment Emelie Bankston
commented
Have the ability to see a bank statements and credit card statement while in Xero like QBO has it set up. Now I have to log into each bank acct to print out the bank statements whereas if it were aleady in pdf form in the orginaztion I would just have to print it out. This feature is so nice to have in QBO, would be great too in Xero.
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92 votesEmelie Bankston
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45 votes
An error occurred while saving the comment Emelie Bankston
commented
Same problem here as above. We should be able to edit all components on the layout.
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106 votesEmelie Bankston
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67 votesEmelie Bankston
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11 votesEmelie Bankston
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10 votesEmelie Bankston
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Add a link to the reconciliation page that we can click on to edit/add a Contact at that moment. Would love to set up a new contact on the reconciliation page and at the same time key in info for the Contact at that time instead of having to get out of the reconciliation screen and open the contacts screen.