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

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

    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  ·  Banking & chart of accounts » Reconciliation  ·  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. Workpapers - Roll forward to the next years workpapers

    109 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Dionne Sherwood supported this idea  ·