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

    507 votes

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    154 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.

    Louise Tonkin supported this idea  · 

  2. Reporting - Folders for custom reports

    24 votes

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

    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

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    Louise Tonkin commented  · 

    Please can we have the ability to save custom reports into different folders? At the moment I have to sift through loads of different custom reports to find the ones I need. It is a waste of time when I could have similar ones in their own folder.
    It is also really really untidy and disordered!!! Clearly a system invented by coders not by accountants!

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    Louise Tonkin commented  · 

    I use a lot of reports each month and really need to be able to put similar reports into different folders. At the moment it takes hours sifting through them all to find the correct one to use.
    Bit of a no brainer really?!

    Louise Tonkin supported this idea  · 

  3. Invoice - Bulk allocation of credit notes

    251 votes

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    submitted  ·  88 comments  ·  For small businesses » Business features  ·  Admin →
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    Louise Tonkin commented  · 

    Some of our clients have a large number of invoices and credits as these come from automated booking systems.
    it takes days to allocate them against each other, so please can we have a way to do these in bulk - maybe similar to the cash coding facility for bank recs?

    This is a facility vital to accountants and book-keepers - maybe not so much for individual companies, so please take into account the needs of book-keepers rather than absolute numbers of people wanting this facility.

    Louise Tonkin supported this idea  ·