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  1. Navigation - Return to previous screen after viewing/editing a transaction

    83 votes

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    submitted  ·  26 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Alison Newman commented  · 

    Yes please allow the user to return to the previous screen after the user edited a transaction.

    Alison Newman supported this idea  · 
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    Alison Newman commented  · 

    Xero should return you to the place that you were in a report, after clicking thorough to view a transaction. It wastes time to be returned to the main report menu rather than where you were in the report being viewed.

  2. Credit Note - Add a Credit Note from the "+" menu banner shortcut

    32 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Newman supported this idea  · 

  3. Batch payments - Ability to include credit notes

    544 votes

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    submitted  ·  54 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Newman supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    503 votes

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    152 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Alison Newman supported this idea  · 

  5. Bank Reconciliation - Show more statement lines per page

    965 votes

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    115 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
    We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter   
    Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
    We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…

    Alison Newman supported this idea  ·