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  1. Account Transaction Report: Filter by Customer Account Number

    5 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Karissa Kroll commented  · 

    I COMPLETELY agree with this. What is the use on having a Contact Account Number if you cannot use it in the reports you need. I have to download the payments taken each day and I cannot use the Customer Account Number to filter or upload to our bank.
    Sometimes the Customer Name is too long to use in softwares and they cannot locate them. I need their account number to make this process easier.
    This is one area that I believe Xero is very much lacking!

    Karissa Kroll supported this idea  · 

  2. Files - Warning to confirm when deleting transaction with attachments

    36 votes

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    11 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea 🌟 We can see how an extra confirmation step before deleting a transaction could help prevent accidental deletions and give users more confidence when making changes.

    We’re moving this idea to Gaining Support so we can better understand how many customers would value this and the different scenarios where it would be most useful. If this would make a difference for your workflow, please keep the votes and examples coming as they help our product team assess the impact.

    We’ll continue to monitor the feedback here and share any updates as we learn more.

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    Karissa Kroll commented  · 

    100%!!!!
    It is SO easy to accidentally hit the delete icon. We transferred an important document from our old invoicing system to a contact account. Then when someone accidentally deleted it a year later, we had to PAY to get access to our old invoicing system in order to retrieve it.
    We should be able to feel more secure with our documents Xero!