Settings and activity
13 results found
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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C. Basira Kroll
shared this idea
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160 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
C. Basira Kroll
supported this idea
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21 votes
Hi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.
For the time being, you can change the dates to essentially reset this to the period you want to reconcile.
To open the period in an editable state from the 'All periods' list:
- Select the "Continue" button on a draft period, or
- Select "Edit" on a locked period, then "Continue" in the modal to unlock it
From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.
C. Basira Kroll
supported this idea
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4 votes
An error occurred while saving the comment C. Basira Kroll
supported this idea
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45 votesC. Basira Kroll
supported this idea
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8 votes
An error occurred while saving the comment C. Basira Kroll
commented
We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold. We are using tracking category for royalty sales.
C. Basira Kroll
shared this idea
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30 votesC. Basira Kroll
supported this idea
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92 votesC. Basira Kroll
supported this idea
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247 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment C. Basira Kroll
commented
As well, we need a report that is cash basis and can have number of items sold, revenue totals and a tracking category
C. Basira Kroll
supported this idea
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92 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
C. Basira Kroll
supported this idea
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22 votes
An error occurred while saving the comment C. Basira Kroll
commented
Please allow the manual journal entries to come in as tax inclusive, right now every single entry imported has to be changed to be tax inclusive.
C. Basira Kroll
supported this idea
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43 votesC. Basira Kroll
supported this idea
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100 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
An error occurred while saving the comment C. Basira Kroll
commented
I would like to keep the description that comes with the bank feed in the description part of the entry!
C. Basira Kroll
supported this idea
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This would hugely improve the month end close process as currently every bank account must be looked at individually taking several clicks to get there! This would save minimum 15 minutes every month on most clients.