Settings and activity
48 results found
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434 votes
Anita Wildman
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814 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Anita Wildman
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22 votesAnita Wildman
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154 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Anita Wildman
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7 votesAnita Wildman
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60 votesAnita Wildman
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28 votes
Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
Anita Wildman
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20 votesAnita Wildman
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65 votesAnita Wildman
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152 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
Anita Wildman
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77 votesAnita Wildman
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108 votesAnita Wildman
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86 votesAnita Wildman
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160 votesAnita Wildman
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45 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
An error occurred while saving the comment Anita Wildman
commented
This would be very smart
Anita Wildman
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71 votes
An error occurred while saving the comment Anita Wildman
commented
Agree - Need better functionality around lock dates
Anita Wildman
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3 votesAnita Wildman
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28 votes
An error occurred while saving the comment Anita Wildman
commented
Yes please
Anita Wildman
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103 votes
An error occurred while saving the comment Anita Wildman
commented
Please please please
Anita Wildman
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5 votes
Thanks for the feedback about our forums here themselves, Freya.
Appreciate wanting to get a view of the ideas you've started.
It's not possible on the platform itself currently, however if you select the option to 'Export my data' from your Settings and Activity page you'll receive a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online
Anita Wildman
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100% agree - have voted