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12 results found

  1. Chart of Accounts: Disable Reconciliation to Specific Accounts

    37 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kwei Ma supported this idea  · 

  2. Organisation Settings - Ability to set colour of organisation

    168 votes

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    submitted  ·  48 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kwei Ma commented  · 

    on top of this, allow opening multiple entities. would be easier to cross-check related party transactions

    Kwei Ma supported this idea  · 

  3. Invoices/Bills - Feature to 'write off' as bad debt

    487 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Kwei Ma supported this idea  · 

  4. Navigation - Buttons at top to navigate between pages of a list

    126 votes

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    submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kwei Ma supported this idea  · 

  5. Reporting - Show date and time stamp report was run

    237 votes

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    submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kwei Ma commented  · 

    So we cover ourselves when client change things after we generate the report

    Kwei Ma supported this idea  · 

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

    178 votes

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

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

    Kwei Ma supported this idea  · 

  7. Banking - Pay Bill electronically from within Xero

    383 votes

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    submitted  ·  30 comments  ·  For small businesses » Business features  ·  Admin →
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    Kwei Ma supported this idea  · 
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    Kwei Ma commented  · 

    at least able to generate an aba file for a bill or a bulk of bills

  8. Bank Reconciliation - Sort and Filter

    499 votes

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

    Thanks for your support and rating of the idea here, community.

    While there's 'building on beautiful' work across Bank Reconciliation pages at present, the team have also been making improvements to improve and increase automation when reconciling your accounts. Though this doesn't directly relate to sort and filter capability, this should help improve your experience when reconciling accounts with Xero -  doing more of the heavy lifting for you by matching or suggesting reconciliations.

    Being open, the platform in it's current form cannot cater for sort or filtering through all statement lines in an account (some businesses that have 000's of unreconciled lines!) which is where the building on beautiful work is critical - However, we're exploring possible improvements that could make navigating through unreconciled lines simpler such as bringing the navigation to the top of the page and increasing the number of statement lines that are shown…

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    Kwei Ma commented  · 

    and search. so people can locate a specific transaction to reconcile

    Kwei Ma supported this idea  · 

  9. Bank Reconciliation - Show more statement lines per page

    826 votes

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    111 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thanks for your continued interest and feedback on this idea.

    We’ve just rolled out some changes to in-app reconciliation that could also be relevant to this group.

    Did you know you can conveniently reconcile transactions on your mobile with the Xero Accounting App?

    With our recent update, the Xero Accounting app now includes more transactions on a single page. Enabling you to reconcile faster, and at a place and time that suits.

    For more information, check out Xero App page

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    Kwei Ma commented  · 

    It will be better if user can choose how many lines to show, just like bank statement and other pages

    Kwei Ma supported this idea  · 

  10. AU Payroll - Ability to calculate protected amount for child support deduction

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Kwei Ma commented  · 

    For AU user. If we could have a special column in employee's bank account tab where we can record their child support detail (Services AU's bank account & individual's EFT code). Then for each pay run, the ABA file will include a line for the child support payment to be processed along with employee's net wage. Imagine if a business happens to have 10 employees paying child support, how much time it will save the payroll officer.

    Kwei Ma supported this idea  · 

  11. AU Payroll - New Employee - Online Commencement Forms

    158 votes

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    submitted  ·  23 comments  ·  For small businesses » Payroll  ·  Admin →
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    Kwei Ma supported this idea  · 

  12. AU Tax | Fringe Benefit tax - Comparisons

    14 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Kwei Ma supported this idea  · 
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    Kwei Ma commented  · 

    Australian users would benefit from a shortcut button for FBT year (1/4/20xx-31/3/20xx) in "profit&loss", "Account transactions", or other FBT related reports. Maybe right after "This financial year" we could have a "This FBT year" button? It would be even better to make reporting period shortcuts customisable.