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7 results found

  1. Bank Rules - Ability to import and export

    491 votes

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

    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.

    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    669 votes

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    185 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  3. Hubdoc - Force document into review

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  4. Reports - Add quantity column to reports

    235 votes

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    18 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  5. History & Notes - Audit trail for all transactions and user activity

    174 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  6. Email to Credit Note

    271 votes

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

    Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 


    Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

    Michael Candy (Candy Gillespie Accountant) supported this idea  · 

  7. Report templates - Only show 'Ready to use' in a client organisation

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Michael Candy (Candy Gillespie Accountant) shared this idea  ·