Settings and activity

7 results found

1. Bank Reconciliation - Add notes and attachments when reconciling

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Emma Glynn shared this idea  ·  07 September, 2023

2. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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   submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  07 September, 2023

3. Bank Reconciliation Report - Show 'Discuss' tab notes

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   9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

   Emma Glynn supported this idea  ·  07 September, 2023

4. Tracking - Ability to bulk Archive categories

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   submitted  ·  56 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  27 June, 2023

5. Tracking - Ability to bulk add and delete tracking on invoices

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   17 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, appreciate the interest in the idea here. 

   
   

   We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 

   
   

   We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

   Emma Glynn supported this idea  ·  27 June, 2023

6. Tracking - Make mandatory / required

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   225 votes

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   88 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.

   Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned. 

   Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here. 

   Emma Glynn supported this idea  ·  27 June, 2023

7. Bills - Flag a Bill as 'in dispute / query'

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   276 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Emma Glynn supported this idea  ·  27 June, 2023