Settings and activity
6 results found
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398 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Gerrard Beenstock
supported this idea
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79 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Gerrard Beenstock
supported this idea
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1,246 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Gerrard Beenstock
supported this idea
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58 votes
An error occurred while saving the comment Gerrard Beenstock
supported this idea
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13 votesGerrard Beenstock
supported this idea
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An error occurred while saving the comment Gerrard Beenstock
commented
I use the Profit and Loss reports to do monthly management accounts.
This will be a few day after month end.
Currently I need to select year to date and manually change end date of report.
Or reselect start date as if saved as a custom date it assumes I want to report on same length of period each month. -
57 votesGerrard Beenstock
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I currently use tracking category as the project code so would want this as an additional column not an instead off!!