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  1. New files beta: re-enable reading email while looking at file

    4 votes

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    5 comments  ·  Contacts & files » Files  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Victoria Kohlhagen supported this idea  · 
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    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!!

  2. Reports - Ability to select multiple accounts when running the uncoded statement line report

    2 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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  · 

  3. Xero Files - Scroll bar in Files app

    9 votes

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    submitted  ·  3 comments  ·  Contacts & files » Files  ·  Admin →
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    Victoria Kohlhagen supported this idea  · 
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    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!!!

  4. Xero Files - Ability to restore deleted files

    32 votes

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    submitted  ·  9 comments  ·  Contacts & files » Files  ·  Admin →
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    Victoria Kohlhagen supported this idea  · 

  5. Bank Rules - Copy Bank Rules

    145 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    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  ·