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  1. Tracking - Make mandatory / required

    235 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. 

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    Paul Jackson commented  · 

    @RhysRoberts - can't agree more with your second paragraph

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    Paul Jackson commented  · 

    Would save a huge amount of time especially at month end

    Paul Jackson supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    236 votes

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    submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Paul Jackson commented  · 

    a huge time saver

    Paul Jackson supported this idea  · 

  3. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Paul Jackson supported this idea  · 

  4. Statements - Attach outstanding invoices

    43 votes

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

    HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer. 

    From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here 

    Paul Jackson shared this idea  · 

  5. Report Templates | Copy - Client to practice, or client to client

    65 votes

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

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

    Paul Jackson supported this idea  ·