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9 results found

  1. Bank Reconciliation - Remember Search details in Statement and Account transaction pages

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  2. Bank Reconciliation - Ability to search Unreconciled status under 'Bank statement' tab

    26 votes

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    submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  3. Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  4. Bank reconciliation - summary of multiple accounts

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  5. Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables

    14 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

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

    97 votes

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    submitted  ·  32 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.

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

    38 votes

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    submitted  ·  9 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Newman supported this idea  · 

  8. Batch payments - Ability to include credit notes

    750 votes

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

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

    Alison Newman supported this idea  · 

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

    610 votes

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    175 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  ·