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  1. Lock dates - Warning if user enters a date in a prior / locked period

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Laura Price commented  · 

    Xero to give a warning if a user posts a draft invoice or submits an invoice for approval with a date in a period that has been locked.

    Laura Price supported this idea  · 

  2. Contacts - Show the value of an allocated credit note and the bill/invoice it's allocated to

    14 votes

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Laura Price commented  · 

    It's time consuming having to click into each individual item to see the total. When they were listed on the front page it was easy to check a statement or accounts workings.

    Laura Price supported this idea  · 

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    610 votes

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    175 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Laura Price supported this idea  ·