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  1. Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date

    24 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Andrew Perkins supported this idea  · 
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    Andrew Perkins commented  · 

    Maybe not critical but I am frustrated

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    Andrew Perkins commented  · 

    Under the options in bank statement line, add selection to request client provide further information regarding transaction (they can respond request with information or picture of receipt or list of other actions they will take). I know there is Discuss tab on reconciliation side but I have to tell client to go in and check. I want to send them push message to do something or provide information for specific transaction.

  2. 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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    Andrew Perkins commented  · 

    It is a great feature that receipts etc can be saved with the transactions but not acceptable that these cannot be exported in bulk.