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5 results found

  1. Conversion Balances - Warning for unsaved conversion balances before navigating away

    I’d love to see a feature added that helps prevent accidental data loss when entering conversion balances. Currently, if you leave the page without saving, there’s no warning and it’s easy to lose your work. I’d really appreciate a dialogue window that pops up when you try to navigate away with unsaved changes.

    16 votes

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    0 comments  ·  Conversion balance  ·  Admin →
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    Gaining Support  ·  AdminHaroon Subhani (Admin, Xero) responded

    Hi Karlee, thanks for sharing this idea.

    We've now reviewed your idea and it's up to the community to get behind and support it.

    Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!

    Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  2. Mayhem Agent

    30 January 2023

    1 vote

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    0 comments  ·  Conversion balance  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. Conversion Balances - Add Tracking options

    Allow tracking options to be entered against all account codes for conversion balances. For existing businesses that use tracking and wish to migrate to Xero with opening balances, this is an important feature.

    13 votes

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    7 comments  ·  Conversion balance  ·  Admin →
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  4. Conversion balances - Add a field for notes/description

    It would be really helpful if there was a way of adding a description/note to conversion balances. For example, if a creditor balance relates to a specific loan, it would be useful to be able to note this somewhere. Currently, reports only show 'conversion balance' as the description for the transaction and it isn't possible to add a description to the conversion journal. It makes it difficult to keep track of historic debtors and creditors and this information needs to be kept elsewhere, duplicating work.

    5 votes

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    0 comments  ·  Conversion balance  ·  Admin →
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  5. Conversion Date Mid-Month

    When posting conversion balances, you have to post balances at the end of the month. If you could select a day, i.e. 5th of April, it would make posting conversion balances a lot easier

    50 votes

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    10 comments  ·  Conversion balance  ·  Admin →
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