Skip to content

Settings and activity

3 results found

  1. 62 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Zoe Bushell commented  · 

    I would like to see a feature to assign default tracking categories to Products and Services, in the same way that the default sales / purchase account and tax rate can be assigned at present. This would help with ease and consistency of invoicing by having the option for the tracking to pre-populate on sales invoices based on the Product / Service selected.

    It should probably be an optional field as I can see there will be some businesses where the same Product would need different tracking assigned for each invoice, e.g. if using tracking for sales at different locations. I work with businesses that have use tracking for different departments / activities, and for them it would work well to have this feature as certain Products would only ever be sold by one specific department / activity area so the same tracking would be wanted every time for that Product.

    Zoe Bushell supported this idea  · 
  2. 298 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.

    We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.

    In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.

    To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.

    Zoe Bushell supported this idea  · 
  3. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for showing your interest and feeding back on the difference between old and new Bank Reconciliation reports. We understand wanting to see a change here and we have plans to focus on foreign currency disclosures after the work to retire old reports in July is complete.

    Right now, you’ll need to obtain the revaluation rate from your organisation's Currencies settings screen and add it into a text block at the bottom of the report.

    We'll keep you updated of when the team begin actively working on this, here.

    Zoe Bushell shared this idea  ·