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4 results found

  1. Invoicing - Click column headers to sort invoice

    11 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Margaret Stevens supported this idea  · 
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    Margaret Stevens commented  · 

    id love to be able to sort by item inside of an invoice alphanumeric. that way im not manually sorting my big invoices by hand

  2. JAX | Auto reconcile - Ability to set parameters

    12 votes

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    8 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.

    Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.

    I will share another update as this comes to life and keep you updated of it's release here. 🙂

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    Margaret Stevens commented  · 

    Id love to have the ability to only auto reconcile expenses and not invoice or payments. My customers love to prepay and the auto feature closes those invoice before i can actually create the prepayment and apply it to their account. But auto recognizing bills or expenses only would be a huge time saver. or even have a section of all the matches and be able to approve them in batches.

    Margaret Stevens supported this idea  · 

  3. Invoicing - Ability to edit /add the reference from the invoice overview page

    1 vote

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    We're always grateful for your feedback and love hearing what features you'd like to see in Xero. We understand that being able to update the reference field directly from the invoice list page would save you time. While this isn't on our immediate roadmap, we're monitoring the demand for this feature. We'll be sure to post an update here if anything changes ⭐

    Margaret Stevens shared this idea  · 

  4. Reconciliation: Find and Match - add filters for date ranges

    57 votes

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    submitted  ·  16 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Margaret Stevens commented  · 

    Id love it if in the bank reconciliation screen if there was a way to filter and only see all of the proposed matches that were found and ignore everything else.

    Margaret Stevens supported this idea  ·