Settings and activity
7 results found
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2 votes
Hi Peter, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Peter Cross
shared this idea
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546 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
An error occurred while saving the comment Peter Cross
commented
Another post said "While Xero works on failed AI features like Jax and auto reconcile which no one asked for... basic features like this are missing and causing suffering." I agree.
How about displaying the account and GST status when viewing a transaction. Seems dumb Xero does not display the essentials of a transaction.
An error occurred while saving the comment Peter Cross
commented
Why would I choose to start a new Org in Xero, when it is just as easy to start a new Org in MYOB?
If I could copy bank rules between Xero Org's then Xero would have retained me as a customer...
Peter Cross
supported this idea
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36 votesPeter Cross
supported this idea
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An error occurred while saving the comment Peter Cross
commented
I have exactly the same issue and and am currently trialling MYOB in the hope of moving away from Xero specidically because of this.
Xero: stop making fancy new graphs and AI diversions and finish the core product instead, please.
Makes a lot of sense when you put like the original submitter put it:
"put the transaction description in the transaction". Reading that, it should be pretty obvious that a critical part of the transaction is missing...." We need to see tax status and account name assigned to every transaction on every screen - it's basic part of a transaction, and it's missing on most screens. -
153 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
Peter Cross
supported this idea
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An error occurred while saving the comment Peter Cross
commented
The Xero support person says "As you've found, right now there's no functionality in Xero to find transactions by description using search.".
Can I suggest that the essential two elements of a transaction are "description", and "amount"?
Can Xero please explain why I pay them $1300 a year, but I can't search by description.
Xero has comparison tables listing their functionality against their competitors. I've contacted these competitors and asked that they create a new column for Xero in their competitor analysis for prospective customers showing that all products except Xero allow searching by description, in find and recode
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66 votes
An error occurred while saving the comment Peter Cross
commented
Further to this, the Xero support person says "As you've found, right now there's no functionality in Xero to find transactions by description using search.".
Can I suggest that the essential two elements of a transaction are "description", and "amount"?
Can Xero please explain why I pay them $1300 a year, but I can't search by description.
Xero has comparison tables listing their functionality against their competitors. I've contacted these competitors and asked that they create a new column for Xero in their competitor analysis for prospective customers showing that all products except Xero allow searching by description, in find and recode
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13 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Peter Cross
supported this idea
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105 votes
Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.
While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.
To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central explains some of these options that can help with needs expressed in this conversation.
The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.
For future cases, if you're looking to…
Peter Cross
supported this idea
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To clarify, everywhere a table of transactions is displayed, it needs to show account assigned and GST status. This includes the transactions tab on a bank account, for example. Sounds obvious when I say it like that....