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  1. Sales - Export invoice totals due

    9 votes

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    9 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.

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    Jonnie Kerry commented  · 

    check this https://olivegardenmenuwithprices.us/

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    Jonnie Kerry commented  · 

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    Jonnie Kerry commented  · 

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  2. History & Notes: Ability for Advisers to search for a change

    3 votes

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    1 comment  ·  Reports & tax » History & notes  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea and outlining your use case. We understand you’re looking for an easier way to search through History & Notes when reviewing changes or investigating balance differences.

    The suggestion is to add more advanced filtering options, such as date ranges or transaction types, to help narrow down specific changes without manually reviewing the full history.

    For now, reports like the Bank Reconciliation Summary and Journal Report can help investigate adjustments and changes. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving History & Notes search.

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    Jonnie Kerry commented  · 

    Advisers need a more advanced way to search for changes in the History & Notes section. Adding an “edited date range” filter and the ability to search within specific areas like Bank, Bills, and Invoices would make tracking issues easier. For example, a bank account that was fully reconciled in November 2025 later showed a discrepancy, even though all checks were completed. The difference remained consistent across months, but the exact change could not be identified. A report such as a cashbook changes summary or edit history within a selected period would help users quickly trace and resolve such discrepancies more efficiently. Like https://calcolostipendionettoo.it/