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  1. Reporting: Account Transactions report - Option to remove the contact name from the description column

    20 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chia Hui Ho commented  · 

    Hope Xero Team can emphasize on this issue as it would be good and standardise to sort by the description at first rather than sort by the contact name

    Chia Hui Ho supported this idea  · 

  2. Account transactions report - Show description of transaction line

    113 votes

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    51 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Chia Hui Ho supported this idea  · 

  3. Find and Recode - Sort on Find and Recode by description

    90 votes

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    submitted  ·  33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chia Hui Ho supported this idea  · 

  4. Reporting - Filter the Profit and Loss by Contact

    41 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chia Hui Ho supported this idea  · 

  5. Multicurrency- Batch payments of Foreign Currency Bills.

    370 votes

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    153 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.

    We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.

    We'll keep you updated of further developments here.

    Chia Hui Ho supported this idea  ·