Settings and activity
106 results found
-
68 votes
Kimberly Anthony
supported this idea
·
-
769 votes
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.
Kimberly Anthony
supported this idea
·
-
18 votesKimberly Anthony
supported this idea
·
-
11 votesKimberly Anthony
supported this idea
·
-
29 votesKimberly Anthony
supported this idea
·
-
58 votesKimberly Anthony
supported this idea
·
-
28 votesKimberly Anthony
supported this idea
·
-
61 votesKimberly Anthony
supported this idea
·
-
19 votesKimberly Anthony
supported this idea
·
-
94 votesKimberly Anthony
supported this idea
·
-
55 votesKimberly Anthony
supported this idea
·
-
36 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
Kimberly Anthony
supported this idea
·
-
134 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
Kimberly Anthony
supported this idea
·
-
36 votesKimberly Anthony
supported this idea
·
-
158 votesKimberly Anthony
supported this idea
·
-
62 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Kimberly Anthony
supported this idea
·
-
166 votesKimberly Anthony
supported this idea
·
-
51 votesKimberly Anthony
supported this idea
·
-
40 votesKimberly Anthony
supported this idea
·
-
153 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Kimberly Anthony
supported this idea
·
