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

    348 votes

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    86 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

    Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

    We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

    We'd like to confirm how this works;

    • This record is only applicable from here on in, there are no updates to any historical entries for sending.
    • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

    We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…

    Dionne Sherwood supported this idea  · 

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

    10 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)

    151 votes

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    submitted  ·  56 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

    714 votes

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    193 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  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

    104 votes

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    7 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  ·