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3 results found

  1. Bank rule - Ability to set up overpayments to a supplier

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Bullock shared this idea  · 

  2. Xero HQ - Transfer/copy reports between practices & organisations

    205 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

    Paul Bullock supported this idea  · 
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    Paul Bullock commented  · 

    I would love to also move reports from one xer organisation to another especially within a group of companies

  3. Bank Reconcile- Allow editing of one line item of a batch deposit

    36 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Bullock supported this idea  · 
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    Paul Bullock commented  · 

    Within Xero it is difficult to amend a bill if it has been paid without unallocating the payment. If this payment is part of a large payment run, you have to unallocate the whole paymemt file? this could be across hundreds of invoices. Could there be a way to unallocate a single payment entry from a large batch payment??