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4 results found

  1. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    123 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Abigail Robery supported this idea  · 

  2. New invoicing - When sending show organisation's trading name at top of invoice

    199 votes

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

    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Abigail Robery supported this idea  · 

  3. New invoicing - Assign next number in sequence when number removed

    102 votes

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    50 comments  ·  For small businesses  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.

    We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks

    Abigail Robery supported this idea  · 

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

    204 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.

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    Abigail Robery commented  · 

    also needed!! ridiculous ive had to make 14 of the same reports