Settings and activity
9 results found
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778 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment An error occurred while saving the comment 
Tricia Drew
commented
I've been using Xero for 10 years now and have been ******* on about this since then. Really frustrating when they are messing around with stuff that worked really well but now isn't like the new reports.
An error occurred while saving the comment Tricia Drew
commented
I can't believe this still hasn't happened, I've been asking for 10 years now.
Tricia Drew
supported this idea
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17 votes
Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
An error occurred while saving the comment Tricia Drew
commented
To be able to have a short cut on the "new" Accounting tab for Financial Settings to have easy access to lock data back where it was.
Please stop making everything take longer to do Xero and start asking those of us who use Xero instead of developers coming up with "ideas" that don't work.
An error occurred while saving the comment Tricia Drew
commented
To be able to have a short cut on the "new" Accounting tab for Financial Settings to have easy access to lock data back where it was.
Please stop making everything take longer to do Xero and start asking those of us who use Xero instead of developers coming up with "ideas" that don't work.
Tricia Drew
supported this idea
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24 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
An error occurred while saving the comment Tricia Drew
commented
Already fed this back to Xero a few months ago, really annoying.
Tricia Drew
supported this idea
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419 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Tricia Drew
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20 votesTricia Drew
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4 votesTricia Drew
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108 votes
An error occurred while saving the comment Tricia Drew
commented
No brainer, it's great on the VAT report but this report is generally run first.
Tricia Drew
supported this idea
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267 votes
An error occurred while saving the comment Tricia Drew
commented
Attach pdf bank statement to published bank reco report
It would be great to be able to attached the copy of the bank statement to the published report. Currently some clients put them in files but this is accessible by most users which is not good.
Tricia Drew
supported this idea
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166 votesTricia Drew
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In development in March 2024??? As this has been requested pretty much since you started in the UK isn't it about time you dealt with it? No doubt that the developers have NO idea what a hassle it is currently. For those of us who use Xero on a day by day basis it is such an annoying waste of time. Sage had it perfectly. Time to step up and do some things to help us timewise instead of slow us down.