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

    151 votes

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    submitted  ·  56 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

    19 votes

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    submitted  ·  11 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

    208 votes

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    112 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    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.