Settings and activity
5 results found
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584 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
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247 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
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Stephen Humphrey
supported this idea
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102 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
An error occurred while saving the comment Stephen Humphrey
commented
This needs to be possible. Otherwise every time I create an invoice I have to add the tracking category manually and that takes time...time is money after all!
Stephen Humphrey
supported this idea
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6 votes
Hi Stephen, is there a specific report you've been running to try include this data?
When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂
Stephen Humphrey
shared this idea
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264 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
An error occurred while saving the comment Stephen Humphrey
commented
It is maddening that you cant get the Description in the reports. I cant believe this isn't possible.
Please Xero action this request asap
mad that this doesn't already exist. Please add this Xero.