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8 results found

  1. Bank Rule - "Does not" criteria

    23 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryony Stocks supported this idea  · 

  2. Manual Journals - Extend import limit

    32 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryony Stocks supported this idea  · 

  3. Profit & Loss Detail Report - Option to expand account sections without having to rerun report.

    13 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryony Stocks supported this idea  · 

  4. Tracking - Ability to import categories

    95 votes

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    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Bryony Stocks supported this idea  · 

  5. Bank Rule - Ability to default to 'All conditions match'

    11 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules. 

    This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.

    Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.

    Bryony Stocks supported this idea  · 

  6. Bills - Flag a Bill as 'in dispute / query'

    1,179 votes

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    282 comments  ·  For small businesses » Business features  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    An error occurred while saving the comment
    Bryony Stocks commented  · 

    Lawfusion software had this feature, very useful to prevent accidental payment

    Bryony Stocks supported this idea  · 

  7. Contacts - Ability to import credit limits

    34 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Bryony Stocks supported this idea  · 

  8. Invoices - Add "Yesterday" to date selection

    18 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bryony Stocks supported this idea  ·