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5 results found

  1. New Invoicing - History to include if invoice is resent

    183 votes

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    41 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks

    Dionne Sherwood supported this idea  · 

  2. Bank Reconciliation - Different colours for Create Spend and Receive money transactions

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Dionne Sherwood commented  · 

    reinstate green for income and pink for expenses. It is now more difficult with new refreshed screen which is "too big". I much preferred the old reconciliation screen - it was much simpler to work with. I have persevered with this for many weeks, but still prefer the old way

    Dionne Sherwood supported this idea  · 

  3. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    115 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Dionne Sherwood supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    606 votes

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    174 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Dionne Sherwood supported this idea  · 

  5. Workpapers - Roll forward to the next years workpapers

    94 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Dionne Sherwood supported this idea  ·