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  1. Reporting | Budget Manager - Customise report layout

    203 votes

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    submitted  ·  108 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kirsten Reid supported this idea  · 
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    Kirsten Reid commented  · 

    We are trying to get our OVERALL BUDGET to board members for approval. They must see it in the same line by line format as the custom Income & expenditure reports they see every month in order to understand it and view easily in a format they are accustomed too. XERO - PLEASE ADD THE LAYOUT EDITOR OPTION TO THE REPORT. This is crucial and I'm sure a very EASY FIX.

  2. Manual Journals: Exporting to PDF - show description

    20 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kirsten Reid supported this idea  · 

  3. Manual Journals - Import as tax inclusive

    18 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kirsten Reid supported this idea  · 

  4. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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    44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

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    Kirsten Reid commented  · 

    Re Repeating spend transactions- I just set up a Bank Rule for those.

    Kirsten Reid supported this idea  ·