Settings and activity
242 results found
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301 votes
Andrew Syme
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4 votesAndrew Syme
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32 votesAndrew Syme
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103 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
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2 votesAndrew Syme
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5 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
Andrew Syme
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62 votesAndrew Syme
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12 votesAndrew Syme
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15 votesAndrew Syme
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11 votesAndrew Syme
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35 votesAndrew Syme
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214 votesAndrew Syme
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42 votesAndrew Syme
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16 votesAndrew Syme
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56 votesAndrew Syme
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3 votes
Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
Andrew Syme
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17 votesAndrew Syme
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200 votesAndrew Syme
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9 votes
Hey Jen, thanks for submitting your idea!
Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.
If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?
Andrew Syme
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21 votesAndrew Syme
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There is and has been for many years an import tool for Spend / Receive Money in the Xero Conversion Toolbox.
https://conversiontoolbox.xero.com/Tool/ImportTransactions/ommdp