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

    69 votes

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    submitted  ·  20 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Chere Maritz commented  · 

    Add a date picker under the "find and match" tab when reconciling bills.

    Chere Maritz supported this idea  · 

  2. Xero HQ | Insights - Ability to filter by client group

    39 votes

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    5 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thank you for contributing to this idea. We understand how useful it would be to filter the Insights dashboard by client groups in Xero HQ. Right now, you can filter the main Clients list by custom groups, but the Insights dashboard doesn’t support this filter just yet.

    The exciting news is that we’re currently working on the Xero Partner Hub, which includes exploring ways to enhance reporting and insights tools. You can find out more about what’s coming on our Blog.

    This idea is now in the Gaining Support stage. Your votes and comments play a big part in helping us understand how important this is to the broader Xero community and shape future product conversations. We’ll keep you posted here as more details come through!

    Chere Maritz supported this idea  · 
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    Chere Maritz commented  · 

    This would be very beneficial for our clients.