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15 results found

  1. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    47 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  2. Reporting: Account Transactions Report - Show Files icon & number attached

    106 votes

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    submitted  ·  28 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  3. Account transaction - Restore deleted account transaction

    36 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  4. Banking | Account transactions tab - Show transaction description

    27 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  5. Account transactions report - Show description of transaction line

    158 votes

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    75 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…

    Rhonda Comitti supported this idea  · 

  6. Account transactions report - Include item code as a column

    14 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  7. User Role: Ability for standard users to have access to Uncoded Statement Lines

    20 votes

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    submitted  ·  7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Rhonda Comitti commented  · 

    Yes i agree. Very frustrating that this is not an option for standard users.

    Rhonda Comitti supported this idea  · 

  8. Uncoded statement lines report - Common date formats e.g last month, last quarter, last year

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  9. Uncoded Statement lines - option to show reconciled transactions

    9 votes

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

    Appreciate familiarity to the way your clients may have worked with another system. 

    As noted in the initial idea while there's specifically a report for uncoded statement lines, the Bank Reconciliation report will provide a list of all statement lines (coded and uncoded) - Is there something missing within this report that you're looking for in this? 


    @Wayne, livestock trading is quite different to what's being asked for in this thread - you can join the idea for this across here. 

    Rhonda Comitti supported this idea  · 

  10. Cash Coding - Keep the same sort order of uncoded statement lines

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  11. AU Tax - Franking account worksheet

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  12. Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"

    8 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rhonda Comitti supported this idea  · 

  13. AU Tax - Trust Income Schedule

    33 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,

    This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.

    Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks

    Rhonda Comitti supported this idea  · 

  14. UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate raising this with us.

    Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.

    Rhonda Comitti supported this idea  · 

  15. Subscription - Keep GST Cashbook Partner Plan

    52 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rhonda Comitti supported this idea  ·