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  1. Bank | Ability to reconcile period - Regions outside CA and US

    52 votes

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

    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

  2. Organisation Settings - Ability to set colour of organisation

    270 votes

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    submitted  ·  99 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  · 

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

    39 votes

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    submitted  ·  20 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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

    793 votes

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    106 comments  ·  For small businesses » Business features  ·  Admin →
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    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

    299 votes

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