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  1. Banking - Ability to enter and save a "Verified Statement Balance"

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Mark, appreciate your idea on this! Being able to mark a bank balance as verified would make month-end checks much easier and give you confidence that everything lines up. Right now, reconciling differences can eat up extra time.

    At the moment, you can cross-check using the Bank Reconciliation Summary report, but a built-in verification option would streamline this.

    This idea is now in Gaining Support so we can see how many of you would find this helpful and share that insight with the product team.

    Finlay Everington shared this idea  · 

  2. Reporting - Report that shows Repeating Invoices

    263 votes

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    102 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Finlay Everington supported this idea  · 

  3. Purchase orders - Ability to assign lines to a Project

    549 votes

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    217 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.

    Right now our initial focus is releasing the new purchase order experience to all users.

    While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.

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    Finlay Everington commented  · 

    Without this we cant effectively run CVRs for construction jobs and thus will need to move to a more comprehensive system.

    Finlay Everington supported this idea  ·