Settings and activity
3 results found
-
234 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
Accounting Abbi Pacific
supported this idea
·
-
14 votes
Appreciate seeking options from your community here too.
Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ?
Please do let me know more detail if there's something I'm missing in here?
An error occurred while saving the comment Accounting Abbi Pacific
supported this idea
·
-
10 votes
An error occurred while saving the comment Accounting Abbi Pacific
commented
This is absolutely necessary to reconcile tracking categories on a TB basis. Unless conversion balances are coded properly I will never be able to reconcile or close out my TB appropriately. And I will never be able to pull a General ledger detail report that shows the bank account related to a tracking category
Accounting Abbi Pacific
supported this idea
·
If we can't tag a bank account balance with a tracking category, the TB report by tracking category cannot be filtered for that tracking category. The bank account conversion opening balance should be assigned to the tracking category. There is no way to work around this without doing a one-sided Journal...that impacts the control account to balance tracking categories, and then throws the TB out anyway.