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4 results found

  1. Notification | Email reminder for VAT submission deadline

    69 votes

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    submitted  ·  31 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Mar Lorenzo supported this idea  · 

  2. New Invoicing - Type the date manually, without / delimiters

    42 votes

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    7 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

    Mar Lorenzo supported this idea  · 
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    Mar Lorenzo commented  · 

    Please enable the option to add the payment date on invoices manually instead of having to search for the date in the calendar and select it, as we used to be able to do in the classic version.

    https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/49566242-please-enable-the-option-to-add-the-payment-date-o

  3. Chart of Accounts: Ability to merge accounts

    51 votes

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

    Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.

    While there’s no merge function right now, there are a couple of options that might help:

    • You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
    • In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.

    After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.

    Mar Lorenzo supported this idea  · 

  4. Find and Recode: Filter by currency

    4 votes

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    submitted  ·  1 comment  ·  For small businesses  ·  Admin →
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    Mar Lorenzo shared this idea  ·