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  1. Bank Rules - Ability to import and export

    406 votes

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

    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

    Caicy SL supported this idea  · 

  2. History & Notes - Audit trail for all transactions and user activity

    141 votes

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    submitted  ·  44 comments  ·  For small businesses » Business features  ·  Admin →
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    Caicy SL commented  · 

    History & Notes - Payroll

    Ability to see audit trail for all changing of details in Payroll section specifically Employee bank account change in the first instance.

    Purpose: So accountants and clients can identify who did what in Xero without asking all the users in the account.

    Caicy SL supported this idea  ·