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  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    115 votes

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    submitted  ·  43 comments  ·  For small businesses » Business features  ·  Admin →
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    Kathryn Fuller commented  · 

    This update is well past-due! It should be a simple change to swap a transaction to a different bank account. I have spent hours using remove & redo to correct a series of transactions entered in the wrong account.

    Kathryn Fuller supported this idea  · 

  2. Xero Expenses - Customise the bill reference field

    13 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kathryn Fuller commented  · 

    I agree! My vote would be to have the info entered into the description field by the employee when submitting an expense, automatically transfer or be entirely replaced by the reference field. When reconciling or reviewing items under a contact we have to click three different fields to fully open the transaction so that we can view the description. We would rather have the description show in the reference field so we can easily view the content of the expense transaction.

    Kathryn Fuller supported this idea  · 

  3. Reporting | Budget Manager - Customise report layout

    174 votes

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    submitted  ·  94 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Kathryn Fuller supported this idea  · 
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    Kathryn Fuller commented  · 

    Adding to the requests for customizable budget manager! We would really like to be able to add/remove/organize categories to match our income statement and existing budget spreadsheet for continuity across the board.

  4. Reporting - Option to add account numbers & zero balances to financial statements

    209 votes

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    105 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share that we have begun rolling out the ability to show nil(zero) balance accounts within the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank reports and Report Templates.

    When available you'll find a new option from the 'More' menu in each of these reports, as well as a blanket setting within the Report preferences where you can select to 'Include accounts with zero balances or activity'.

    As we slowly ramp up this release to all users, we thank you for your direct interest in this idea here and welcome your feedback. 

    While I'll be sharing any feedback from you with our product team, I'll also be back to confirm once complete and this feature is with live with you all. 

    Kathryn Fuller supported this idea  ·