Settings and activity
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1 vote
Hershel Klein
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17 votesHershel Klein
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1 voteHershel Klein
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171 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Hershel Klein
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3 votes
An error occurred while saving the comment Hershel Klein
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It would be a great feature to have the ability to edit the sales tax amount in the total of a bill. As shown in the attached image, this capability is available in QuickBooks Online and other software. This enhancement would benefit clients who have uneven sales tax amounts for import/export taxes. Currently, there is no workaround in Xero to accommodate these expenses, which results in inaccurate sales tax filings.
An error occurred while saving the comment Hershel Klein
commented
I would like the ability to manually edit the automatically calculated sales tax on a bill, as it often differs from the vendor's invoice, and currently, there is no option to adjust it on a bill entry.
Hershel Klein
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251 votesHershel Klein
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80 votes
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. 🙂
An error occurred while saving the comment Hershel Klein
commented
Hello everyone in our amazing Xero family! I'm truly blown away by the incredible accounting software that Xero has developed, with its multitude of outstanding features.
However, I can't help but feel that the lack of a feature for cross-referencing with actual bank statements is quite surprising.Given the overall advanced nature of the software, I strongly believe that Xero should incorporate the ability to automatically download bank statements, match transactions with those already posted, and provide us with the option to review and ensure a perfect balance match between Xero and the bank statements.
It's important to address the errors currently found in the bank feed and statement importing to ensure a seamless experience for all users.
I have no doubt that Xero can make these improvements, and I'm excited to see the software continue to evolve and impress us all!
Hershel Klein
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I suggest that Xero should consider adding a payroll feature specifically tailored to the Canadian market. By incorporating this functionality, Xero can effectively compete with other software solutions that already offer payroll services in Canada. This would not only enhance the completeness of the software but also attract more Canadian businesses looking for a comprehensive accounting solution tailored to their specific needs.