Settings and activity
6 results found
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6 votes
Rebecca Van Drunen
shared this idea
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33 votes
Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
Rebecca Van Drunen
supported this idea
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160 votes
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
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14 votes
An error occurred while saving the comment Rebecca Van Drunen
supported this idea
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69 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
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
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122 votes
An error occurred while saving the comment 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
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Definitely agree! The arrows can be visually confusing. It would be better to have the option to include or exclude them on reports.