Settings and activity
7 results found
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34 votes
AdminPhil Skinner
(Admin, Xero)
supported this idea
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205 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
AdminPhil Skinner
(Admin, Xero)
supported this idea
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271 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
AdminPhil Skinner
(Admin, Xero)
supported this idea
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43 votes
An error occurred while saving the comment AdminPhil Skinner
(Admin, Xero)
supported this idea
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9 votesAdminPhil Skinner
(Admin, Xero)
supported this idea
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69 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
AdminPhil Skinner
(Admin, Xero)
shared this idea
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507 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
AdminPhil Skinner
(Admin, Xero)
supported this idea
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Expand the csv export file to contain either ALL of the available columns of data or at least what has been selected to show on the screen.
Many firms use daily unreconciled transactions as a way to measure staff productivity and client status and they do this in Excel.
Also: Allowing to sort by more columns than just the name. Sorting by unreconciled transactions would be helpful.