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8 results found

  1. Reporting - Automatic generation and emailing of reports

    455 votes

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    156 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    Jane Stergio supported this idea  · 

  2. Bank Rules - Set Reference to Custom Text

    26 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  3. Bank rules - Run this rule on 'selected' bank accounts, instead of all or just one

    8 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  4. Bank Rules - Copy Bank Rules

    87 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

  5. Bank reconciliation - Send automatic receipts

    56 votes

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    submitted  ·  21 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jane Stergio supported this idea  · 

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

    499 votes

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    152 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.

    Jane Stergio supported this idea  · 

  7. Xero Blue | Global Search - By Contact account number

    36 votes

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    submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jane Stergio supported this idea  · 

  8. Contacts - Import with contact Group

    74 votes

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    submitted  ·  30 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jane Stergio commented  · 

    This would be a very useful function - the group function is not as useful without being able to set via import.

    Jane Stergio supported this idea  ·