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Customer ideas for converting to Xero, navigation and organisation set up

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2 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.

    20 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. 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.

    19 votes

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    8 comments  ·  Conversion balance  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate you sharing how being able to add tracking to conversion balances when setting up an organisation would be useful for reporting. We understand how helpful it'd be to keep historical balances out of your Unassigned tracking reports.

    We don’t have plans to add tracking directly to conversion balances at present, but we’ll continue gathering feedback on this idea.

    Right now, you could use a manual journal dated the day before your conversion date to reverse the balance and re-enter it split by tracking option.

    However, it is worth noting that bank, sales tax, accounts receivable and accounts payable balances can’t be included in manual journals.

    We'll share if there are any updates surrounding this here.

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