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  1. Profit and Loss - Filter tracking category by actual and budget

    51 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Terry Daniels commented  · 

    Monique,
    I agree with you.
    I work on 44 Clients every month, do the math at how many times I touch, edit and growl at the new layout issues.

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    Terry Daniels commented  · 

    I hope Xero listens to us. It has been a nightmare dealing with their 'new' formats. I wish their IT would justify their jobs by leaving the formats that work alone and focus on Yodlee bank feed issues more.

    Terry Daniels supported this idea  · 

  2. Bank Reconciliation - Reconcile against Statement

    80 votes

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

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Terry Daniels supported this idea  ·