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  1. XPH - Show unreconciled bank items and open job task counts on the Overview homepage

    1 vote

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    0 comments  ·  Xero Partner Hub » Partner Hub Homepage  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Landon, thanks for the feedback. It’s clear that needing to move away from your main dashboard to check unreconciled items or open tasks adds extra steps to your workflow.

    We hear you that having key counts like unreconciled bank items and open job tasks shown directly on the Overview homepage would make it easier to plan your day as soon as you log in.

    As a quick note, you can currently add an “Unreconciled items” column to the Client List, which helps show this information in , though we understand it’s not the same as having it available on the main homepage.

    This is now in Gaining Support so we can track interest and share with our product team how bringing these key indicators into the homepage could improve day-to-day visibility and workflow management.

    Landon Brockman shared this idea  · 

  2. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

    1,079 votes

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    271 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

    Landon Brockman supported this idea  · 

  3. Bank Reconciliation: Cash Coding - Bank Transfers

    165 votes

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    submitted  ·  44 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Landon Brockman commented  · 

    This seems very basic, no idea why it is not here already. Or the ability to find and recode bank transfers.

    Landon Brockman supported this idea  · 

  4. Permissions | Contacts - Private or limited access to certain contacts

    127 votes

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    submitted  ·  41 comments  ·  Users & setup » User permissions  ·  Admin →
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    Landon Brockman commented  · 

    I have clients that do not want to switch to Xero because we cannot hide private contacts or hide choose what bank accounts a user has access to.

    Landon Brockman supported this idea  ·