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4 results found

  1. Fixed Asset - Drafts include purchase documents from when transaction is recorded

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Jessica Ryce commented  · 

    The ability to upload and attach a document to a manually entered fixed asset i believe is essential!

    Jessica Ryce supported this idea  · 

  2. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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

    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.

    Jessica Ryce supported this idea  · 
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    Jessica Ryce commented  · 

    Repeating Spend money transactions would be great. and the ability to create a bank aba file for a spend money transaction.

  3. Bank Reconciliation - Create a Batch Payment file from Spend Money transactions

    21 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Jessica Ryce commented  · 

    Thanks Olivia for creating this. I agree this is a critical time saving function. We shouldnt have to create bills for the Ato or for things like shareholder dividend payments or any other payments that do not require a bill. by having the batch file function also means that the transaction is being paid to the correct bank account every time. At the moment i am having to set the contacts up that we pay without Bills into our online bank system. but if one of them change their bank details i will have to remember to not only update it on their contact card in Xero but to update the bank recipient in the online banking. Extra steps that shouldnt be required.
    thank you, hopefully we can get enough votes to make a change

    Jessica Ryce supported this idea  · 

  4. Purchase Order - Link Purchase Order to Bill

    175 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Jessica Ryce supported this idea  ·