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5 results found

  1. Tracking - Make mandatory / required

    228 votes

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    88 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

    Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

    Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

    Sharon Sibthorpe supported this idea  · 

  2. Reporting - Option to extract transaction details without subtotals and formatting to support pivot analysis

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sharon Sibthorpe supported this idea  · 

  3. Xero Practice Manager - Pre warning of product Updates

    6 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Sibthorpe commented  · 

    Totally Agree!

    Sharon Sibthorpe supported this idea  · 

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

    712 votes

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    193 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.

    Sharon Sibthorpe supported this idea  · 

  5. Bank Reconciliation: Cash Coding - Bank Transfers

    157 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Sharon Sibthorpe supported this idea  ·