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4 results found

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

    130 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Abigail Robery supported this idea  · 

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

    214 votes

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    87 comments  ·  Invoices & quotes » Invoicing  ·  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

    108 votes

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    54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.

    Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.

    We'll keep monitoring interest of this here and will update if there are any developments.

    Abigail Robery supported this idea  · 

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

    212 votes

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    61 comments  ·  Reports & tax » Reporting  ·  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