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  1. Manual Journals - Assign Contact name to journal

    227 votes

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

    Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.

    Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.

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    Nick Latham commented  · 

    Not just:

    "Essential feature for accountants who work with non-profits and want to be able to track grant and fund balances."

    but essential in any project based situation

    Nick Latham supported this idea  · 
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    Nick Latham commented  · 

    Consider this an essential feature to allow full flexibility

  2. Fixed Assets - Revaluation

    133 votes

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    37 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.

    As a global business with many requests for our different regions and needs, we are not able to build everything at once. 

    We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.

    Nick Latham supported this idea  · 
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    Nick Latham commented  · 

    Any database needs an adjustment facility unless very comprehensive design that caters for all possibilities. In this instance it may even be appropriate to add another asset that is linked to the first and allows negative and positive input. It should be able to replicate adjustments that are made in the ledgers for whatever reason

    In the case of fixed assets need to be able to adjust:

    cost - revaluations, which can be up and down
    depreciation - would also need an adjustment facility as there could be a one-off adjustment to the depreciation; eg accelerated depreciation to reflect an impairment of the asset, which is not a cost adjustment

    This is marked as critical because whilst it may only apply to a minority of the assets, not being able to record adjustments to those assets properly affects the integrity of the whole database

  3. Files - Bulk export/print attached files

    654 votes

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    258 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

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    Nick Latham commented  · 

    Add on to my previous note about resurrecting the subscription as a safeguard

    "Only the subscriber for that organisation can reactivate it." - less than helpful if an organisation has been wound up (eg email facilities etc).

    Whilst I accept that it is the Directors/Trustees responsibility to maintain/retain proper accounting records it would have been helpful to know in advance that by uploading the only copy of the supporting documentation to Xero was tantamount to filing in a black hole.

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    Nick Latham commented  · 

    In this virtual world that we find ourselves this is critical.
    Becomes a big if you have to pass on records when a company is sold to a new owner (transfer of accounting records).
    Also, if we are dissolving an entity and need to keep the records for the statutory retention period.
    To be fair, Xero do say that they keep the records for the statutory retention period and you can reactivate the subscription at any time, but not ideal