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4 results found
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
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Charlotte Gaskell
commented
On the bank reconciliation ability to search by date, amount or description and match proposed. This would make matching far faster rather than having to make a guess as to which page the item is on. This has been asked before.
Charlotte Gaskell
supported this idea
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394 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Charlotte Gaskell
commented
Without having bespoke columns which will vary by customer we will have to manually create the majority of invoices outside Xero and then import it with all the extra columns shown in the description. Disappointing.
Charlotte Gaskell
supported this idea
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131 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Charlotte Gaskell
supported this idea
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An error occurred while saving the comment Charlotte Gaskell
commented
Ability to reconcile non-bank accounts such as Wages payable, disbursements .... For some clients these features are critical.
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4 votesCharlotte Gaskell
supported this idea
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I wish that Xero would listen and, act upon, the so many requests to improve the bank reconciliation pages. Within other accounting packages I can sort by by date and amount; and filter by contents of memo, in fact all that I need. With Xero on the bank reconciliation pages none of these is covered. I am not impressed at all. These requests have been raised years ago and still nothing is done!