Settings and activity
6 results found
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2 votes
Sal Sannuto
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14 votes
An error occurred while saving the comment Sal Sannuto
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52 votesSal Sannuto
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An error occurred while saving the comment Sal Sannuto
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Sounds like i need to beat the drum on this. I get a lot of referrals & like to give my clients a quick $100 credit on their next invoice. The loops i have to jump through to just add 1 quick credit for people is bonkers. I literally have to set reminders on my calendar to change things then change them back. Dumb.
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1 vote
It does sound like you've set up the Balance sheet in a bit of a niche way to track what you're after here, Sal. Appreciate you wanting more flexibility on how you filter tracking and being able to add a secondary filter for bank account.
I want to be open that this isn't something that we have plans for. We'll continue to track interest from your idea here, but would need to see quite a bit of community support to look at making a change for this in the report.
Sal Sannuto
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5 votesSal Sannuto
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26 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Sal Sannuto
supported this idea
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See attachment to expound on why this feature is so critical. XERO could EASILY determine which account the $$ was transferred to based on amount & date since they would be the same. We can make a bank rule if the last 4 of the account number the money was transferred to is stated in the description, but some banks are vague & don't give amplifying info, so this needs to be done manually by us. Some of my clients have a TON of checking accounts (ie: real estate investors). Why am i fishing around the accounts looking for the match when a XERO script could do it instantly. BONKERS.