Settings and activity
8 results found
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407 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
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Alison Hogg
supported this idea
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3 votes
An error occurred while saving the comment Alison Hogg
commented
We split from another practice and have all their clients as we took XPM and HQ with us. Would love some way of being able to delete old staff, clients and freshen up the system!
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40 votesAlison Hogg
supported this idea
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132 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Alison Hogg
supported this idea
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191 votesAlison Hogg
supported this idea
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62 votesAlison Hogg
supported this idea
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4 votesAlison Hogg
supported this idea
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25 votes
Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
Alison Hogg
supported this idea
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An error occurred while saving the comment Alison Hogg
commented
Would love to somehow pull the Business Snapshot or Business Performance reports into a management report - numbers only go so far and it would save us having to get an app!
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This would be amazing for clients who are sole traders and have to incorporate or have to migrate to a new subscription for whatever reason - it would save so much time than having to copy 40x bank rules from one sub to another sub.