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6 results found

  1. Bank Reconciliation - Show cheque number for matching payments

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Rebecca Van Drunen shared this idea  · 

  2. Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds

    26 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rebecca Van Drunen supported this idea  · 

  3. Projects - Ability to attach Files to a Project

    139 votes

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

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 


    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

    Rebecca Van Drunen supported this idea  · 

  4. Budget Variance Report - Remove arrows

    12 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Rebecca Van Drunen commented  · 

    Definitely agree! The arrows can be visually confusing. It would be better to have the option to include or exclude them on reports.

    Rebecca Van Drunen supported this idea  · 

  5. Account Transactions report - Ability to change default columns when drilling into report

    59 votes

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

    Appreciate the detail, and thanks for raising this here in the forums. 

    While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change. 

    An error occurred while saving the comment
    Rebecca Van Drunen commented  · 

    It would be really great to be able to cusomize how you generally want to see the reports. For example, I rarely use the "gross" and tax" columns, and so every single time I run an account transactions report, I have to deselect these options.

    I could create a custom report, but that requires selecting an account first. So then every time I run an account transaction report, I would need to deselect the "default" account and choose the one I want. I would also need to fix the dates (ie. an old custom report I made had dates from 2021 and I still need to correct the year every time I run that report).

    There should be an option for each type of report to select the settings/columns/defaults for that report. Or an option for the user to choose which columns they'd like to see on the report.
    Thanks!

    Rebecca Van Drunen supported this idea  · 

  6. Bank Rules - Copy Bank Rules

    104 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rebecca Van Drunen commented  · 

    Would be so helpful! Also the ability to copy a receive money rule and change to a spend money would be great for recording deposits/refunds

    Rebecca Van Drunen supported this idea  ·