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Settings and activity

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  1. History & Notes - Audit trail for all transactions and user activity

    179 votes

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    submitted  ·  55 comments  ·  For small businesses » Business features  ·  Admin →
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    Nikki Dawes commented  · 

    I would like to be able to see if someone changes the name and the ABN of a file - it seems you can't track this through the audit trail which is frustrating. I think that it is very necessary to know this information.

  2. Bank | Ability to reconcile period - Regions outside CA and US

    65 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.