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Settings and activity

5 results found

  1. Organisation Settings - Ability to set colour of organisation

    265 votes
    submitted  ·  91 comments  ·  For small businesses » Business features  ·  Admin →
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    Karla Alexander commented  · 

    Agreed with both Faye and Pete. There are some valid ideas on here listed years ago and still do not have a response from Xero.

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    Karla Alexander commented  · 

    This would be great! I only have 3 organisations, but imagine bookkeepers would have a lot more. Not just the organisation under the 'Change Organisation' Has to be the whole page when you open it up. Or have the company/organisation logo come up on each page you open. Save a bit of incorrect entering!

    Karla Alexander supported this idea  · 

  2. Bank Reconciliation - Reconcile against Statement

    80 votes
    16 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Karla Alexander supported this idea  · 

  3. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

    38 votes
    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    Karla Alexander supported this idea  · 
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    Karla Alexander commented  · 

    Does anyone know how long ideas take to get added, or is it just not enough votes? How many votes are needed?

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    Karla Alexander commented  · 

    This is critical! I have used two other business software programs and both had this feature. It was great! you updated the demo company and the colour of the icons etc changed to a bright pink so you knew you where in Demo.

  4. Batch payments - Ability to include credit notes

    783 votes
    101 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Karla Alexander supported this idea  · 

  5. Sales Invoice - Include files attached to an invoice when sending

    298 votes
    submitted  ·  47 comments  ·  For small businesses » Business features  ·  Admin →
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    Karla Alexander supported this idea  ·