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  1. Reporting - Suggestion for matching/filtering Balance Sheet items to show 'open' amounts

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Chris Gayle commented  · 

    Managing balance sheet accounts becomes much easier when you can match entries and view only the open amounts. This helps keep accruals clear without scrolling through old transactions and cleared invoices. A summarized view improves accuracy and saves time during reconciliation. I’ve seen helpful discussions about similar system improvements on https://gtasanandreasmodi.com/ where users also share practical ideas for simplifying financial tracking and account management workflows.