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24 results found

  1. Aged Receivables Reports - Send Statements

    36 votes

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    submitted  ·  7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Hannah Reed supported this idea  · 

  2. Reconciliation - Bulk 'OK' for reconciling bank transactions

    241 votes

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    Hannah Reed supported this idea  · 

  3. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Hannah Reed supported this idea  · 

  4. Audit Trail Report

    573 votes

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    85 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Hannah Reed supported this idea  · 
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