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  1. Workpapers - Bolder highlight for PDF attachments

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Funaki shared this idea  · 

  2. Bank reconciliation report - Set default date period

    13 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields. 

    Thank you to everyone that flagged that, and apologies for the confusion.

    Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).

    Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.

    As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team. 

    Nicole Funaki supported this idea  · 

  3. Invoices/Bills - Feature to 'write off' as bad debt

    664 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Nicole Funaki supported this idea  ·