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  1. Manual Journals - Assign Contact name to journal

    279 votes

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    135 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.

    Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.

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    Angel Garcia commented  · 

    This was never added even though it has been request since 2013

    Angel Garcia supported this idea  · 

  2. Audit Trail Report

    574 votes

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

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Angel Garcia supported this idea  · 

  3. Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due

    226 votes

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    79 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.

    Angel Garcia supported this idea  · 

  4. Reporting: Statement of Cash flow - Indirect Method Report to be made available as standard report

    129 votes

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    submitted  ·  51 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Angel Garcia supported this idea  ·