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  1. Reconciliation - Inter-entity loan reconciliation

    31 votes

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    submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Megan Townsend commented  · 

    This would be a huge time saver - being able to link Organisations to post inter-company journals. It would be great if when you post an interco transaction in one entity, and then Xero suggests the corresponding entry in the other entity

    Megan Townsend supported this idea  · 

  2. Account Transactions Report - Limit contacts to filter to those in the account.

    2 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea Megan. At the moment, while you can filter the Account Transactions report by contact, Xero doesn’t narrow that filter list down to only the contacts that appear in the selected account and date range. Instead, you need to search for and select the contact you want from the wider contact list.

    We are moving your idea to Gaining Support. This helps us gauge community interest and better understand how many customers would benefit from Xero surfacing only the relevant contacts found in the report results.

    For now, the best available option is to search for the specific contact you want to filter by.

    We’ll continue to keep an eye on the feedback and update the idea if there’s any progress to share.

    Megan Townsend shared this idea  · 

  3. Bills - Filter awaiting payment bills without a planned payment date

    61 votes

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    19 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

    Megan Townsend supported this idea  · 
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    Megan Townsend commented  · 

    This would be super helpful and would save a huge amount of time when planning payments.