Settings and activity

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1. (UK) Year End date change to bases period reforms

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   10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as mentioned earlier our team have been making change across Xero to align with the UK basis period reforms. We recently made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. As a reminder from our last post -

   Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.

   The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.

   In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.

   In the meantime, once your practice is comfortable with the implications of basis period reform, it’s good to start checking which clients will be affected. In Xero HQ, you can filter your client list by year end date to easily check this.

   As recently noted - currently it's only possible to do a longer transitional period (12+ months) however we're currently working on shorter periods (<12 months) which we'll be providing in the near future.  I'll update you all here once this become available.

   Hi everyone, as mentioned earlier our team have been making change across Xero to align with the UK basis period reforms. We recently made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. As a reminder from our last post -

   Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.

   The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.

   In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.

   In the meantime, once your practice is comfortable with the implications of basis period reform, it’s… more

   Charlotte Field supported this idea  ·  21 December, 2023

2. Invoices - 'Approve and see next' option

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Charlotte Field shared this idea  ·  29 April, 2023

3. Bank Reconciliation - Sort and Filter

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   573 votes

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   75 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone

   To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

   I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test our concept with a wide range of customers so you might not be selected for testing depending on the level of interest we receive.

   As we know this is an eagerly anticipated idea, we’ll be sure to return here and share the progress.

   Hi everyone

   To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

   I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

   The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test… more

   Charlotte Field supported this idea  ·  27 September, 2022

4. Bank Reconciliation: Cash Coding - Bank Transfers

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   submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Charlotte Field commented  ·  27 September, 2022  ·  Edit…  ·  delete…

   This would save so much time!

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   Charlotte Field supported this idea  ·  27 September, 2022