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  1. Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts

    13 votes

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    2 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.

    Tracy Morsbach supported this idea  · 

  2. Bank Feed - Charities Aid Foundation (CAF)

    585 votes

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    313 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.

    We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.

    We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks

    Tracy Morsbach supported this idea  · 

  3. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    444 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

    Tracy Morsbach supported this idea  · 
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    Tracy Morsbach commented  · 

    Adding this to the top of the screen disrupts some of the natural flow of reviewing the invoice having to scroll down to see the full information then up to complete approval.

    A critical aspect for us would be being able to select "Approve" as the default aspect rather than "Approve & Email"