Settings and activity

8 results found

1. Bank Reconciliation - Add notes and attachments when reconciling

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   0 comments  ·  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. Bank account - Attach bank statement into Bank account

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  07 September, 2023

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

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   submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  07 September, 2023

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

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  07 September, 2023

5. Tracking - Ability to bulk Archive categories

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   submitted  ·  30 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  27 June, 2023

6. 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

7. Tracking - Make mandatory / required

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   submitted  ·  52 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Emma Glynn supported this idea  ·  27 June, 2023

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

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   192 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

   We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

   Right now there are no specific time frames available as to when this might be worked on, but… more

   Emma Glynn supported this idea  ·  27 June, 2023