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Settings and activity

23 results found

  1. Settings - Ability to lock bank Reconciliation Period

    38 votes

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    5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Megan Pelser supported this idea  · 

  2. Statement - Include invoice description

    69 votes

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

    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. 

    Megan Pelser supported this idea  · 

  3. Dashboard - Ability to add sticky notes/notes

    196 votes

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    submitted  ·  60 comments  ·  Users & setup » Navigation  ·  Admin →
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    Megan Pelser supported this idea  · 
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