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  1. Xero HQ | Client list - Option to view client codes

    16 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Chanita Paulsen commented  · 

    I agee just add the colomn in the HQ section as we add the codes to the billing side

    Chanita Paulsen supported this idea  · 

  2. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

    950 votes

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    248 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

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    Chanita Paulsen commented  · 

    this feature would work awesome please consider this

    Chanita Paulsen supported this idea  · 

  3. Cash coding - Filter and Search

    56 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chanita Paulsen commented  · 

    cash coding , it would be nice if you can add search function at the cash coding tab also

    Chanita Paulsen supported this idea  · 

  4. Hubdoc - Convert bank statement to csv file

    286 votes

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    50 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

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    Chanita Paulsen commented  · 

    banking conversion option, it would be awesome if hubdoc can add feature to extract bankstatements to csv file

    Chanita Paulsen supported this idea  · 

  5. Reporting - Change ordering of Account Type on Trial Balance when grouped

    22 votes

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    submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chanita Paulsen commented  · 

    this feature would be helpful