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4 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    161 votes

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    48 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Michael Haldey supported this idea  · 

  2. Customer statements - Export to Excel

    221 votes

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    submitted  ·  60 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Michael Haldey supported this idea  · 

  3. Invoices - Feature to 'write off' as bad debt

    770 votes

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    14 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

    As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

    There are also other options that have been shared by members in this conversation that some may want to explore.

    We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

    With differing product teams and needs for this functionality within invoices and bills…

    Michael Haldey supported this idea  · 

  4. Foreign currency - Change exchange rate behaviour

    96 votes

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    18 comments  ·  Users & setup  ·  Admin →
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    Michael Haldey supported this idea  ·