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  1. Chart of Accounts - Ability to lock individual accounts

    41 votes

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    16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for adding your support to this idea. We understand how having the ability to lock individual accounts could help in preventing transactions being posted to specific accounts and accidental posting that can impact your reports.

    While this is something we'd like to continue tracking we want to be upfront that we don't have any development to accommodate this need planned in the short term.

    I will make sure to share if there is news for you here.

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    Ioannis Kioupouroglou commented  · 

    When I reconcile a specific account up to a certain date I would like to be able to lock that account up to this date in order to prevent any accidental alternations.

    Kashflow allows that so when you are done for let's say a month, then you lock transactions up until that date for this single bank account only. It would be very helpful as sometimes changes in one account( i.e PayPal USD account ) when there is a transfer it affects another one.

  2. Hubdoc - Automatically log on to suppliers accounts and fetch invoices

    13 votes

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    submitted  ·  3 comments  ·  Contacts & documents » Hubdoc  ·  Admin →
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    Ioannis Kioupouroglou shared this idea  · 

  3. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    59 votes

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    submitted  ·  25 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Ioannis Kioupouroglou supported this idea  ·