Settings and activity
9 results found
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32 votes
Victoria Kohlhagen
supported this idea
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10 votesVictoria Kohlhagen
supported this idea
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7 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Feel free to share this idea with other colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Victoria Kohlhagen
supported this idea
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8 votesVictoria Kohlhagen
supported this idea
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4 votes
Hi team, we appreciate your feedback here and this has been shared back with the team.
They appreciate and recognise the difference between the older and new files experience.
While a change isn't in the immediate roadmap we will consider this improvement as we continue to build on the new experience. If there is any change planned around this I'll be sure to let you know here. Thanks
Victoria Kohlhagen
supported this idea
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An error occurred while saving the comment Victoria Kohlhagen
commented
I agree with Freya, this option is rubbish. Most of my clients are doctors and do not use Xero Sales or Bills at all. It takes up too much space and I can't read the files preview without enlarging and scrolling to the right spot.
Please let us turn it off!!
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2 votes
Hi Victoria, thanks for sharing this idea. We understand that having the ability to select multiple bank accounts when running the Uncoded Statement Lines report could be useful for reviewing specific accounts without including all results.
The idea is to add a multi-select account filter for the Uncoded Statement Lines report, allowing users to choose specific accounts and create more focused reports for review.
We encourage the community to vote on this idea if you’d find this reporting improvement useful.
Victoria Kohlhagen
shared this idea
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9 votesVictoria Kohlhagen
supported this idea
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An error occurred while saving the comment Victoria Kohlhagen
commented
With the old display, I could open a document and then click through a full screen view of each. Now its only a half screen view and its too small to read some small EFTPOS receipts! I know I can open the document in a new window, but the next/back buttons are gone and each document needs to be opened. Please reinstate the next/back buttons!!!
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36 votesVictoria Kohlhagen
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147 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
An error occurred while saving the comment Victoria Kohlhagen
commented
When a client changes bank accounts and my rules set by the payee field no longer work because the new account puts the value in the reference field. The lack of bank rule duplication/copy wastes so much time as I have to create a new version. I have a lot of bank rules where clients go to 30+ different suppliers and one bank rule covers all them because I have the field set to "payee".
Victoria Kohlhagen
supported this idea
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This would be perfect for my parking fees rule - I don't want to reconcile Kwik Kopy Kings Park to travel!