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7 results found

  1. Reconcile Period - Note Date of Accounts Dashboard Tile

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Cally Lasch shared this idea  · 

  2. Settings - Ability to lock bank Reconciliation Period

    34 votes

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    5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sorry it's taken so long for us to return to the idea here.

    I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.

    If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.

    It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks

    Cally Lasch supported this idea  · 
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    Cally Lasch commented  · 

    BRAND NEW RECONCILE PERIOD - when a period is 'reconcile' and a report is created it should really prevent bank feeds from interfering. I am told by Xero support this was not considered in the creation of this new feature even though it locks the account separate to the 'financial settings' what is the point if it allows other information to be added once the account is reconciled??

  3. Ability to edit the layout of the Check Voucher

    55 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cally Lasch supported this idea  · 

  4. Cheques: Voucher - Show tax amount on each line item

    30 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Cally Lasch supported this idea  · 

  5. Lock dates for time entries in xero projects

    18 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Cally Lasch supported this idea  · 

  6. Projects - ability to set a project currency

    51 votes

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    submitted  ·  14 comments  ·  For small businesses  ·  Admin →
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    Cally Lasch supported this idea  · 

  7. Project report - Include account name and account code

    71 votes

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    submitted  ·  32 comments  ·  For small businesses » Business features  ·  Admin →
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    Cally Lasch supported this idea  ·