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6 results found

  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    763 votes

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    203 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

  2. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

    93 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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  3. Invoices - Permanently delete invoices.

    181 votes

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    submitted  ·  27 comments  ·  For small businesses » Business features  ·  Admin →
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  4. Customer Statement - Send an overdue invoice statement

    313 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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  5. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    631 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

  6. Customer statements - Export to Excel

    193 votes

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    submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Patrick Malloch commented  · 

    We really need this function asap, please. Thanks