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  1. Chart of Accounts - Assign a Tracking category

    171 votes

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    30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

    We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

    While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

    We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…

    Laura Pilkington supported this idea  · 

  2. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    125 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Laura Pilkington supported this idea  · 

  3. Journal Report - Link to Manual Journals/Transactions

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Laura Pilkington commented  · 

    This just makes sense to me.

    Laura Pilkington supported this idea  · 

  4. Journals - Ability to access the journal entry from each transaction

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Laura Pilkington commented  · 

    Yes, we'd love to see this too! These days tools make it really easy to gloss over the actually accounting under the surface - I'd love to see this information.

    Laura Pilkington supported this idea  ·