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  1. Reports - View bank reconciliation narration in account transaction report

    38 votes

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    submitted  ·  19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Graeme De Kock commented  · 

    Hi Kelly, the Account transaction report doesn't show the original bank statement description, atleast not in my case. It shows the description that was entered when doing the bank recon. For example when the salaries are processed the person would just put the description as "Salaries & wages" and that is what shows on the Account Transaction report instead of the actual line being "Alfonzo Salary".

    Its possible to pull this report in Quickbooks and in Sage cloud so why can't it be done in Xero?

    Graeme De Kock supported this idea  · 

  2. Customer statements - Ability to auto email Statements to customers

    1,089 votes

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    301 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Graeme De Kock supported this idea  ·