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  1. Products and services - Update existing bills when cost of an item is updated

    13 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Valerie Puccini commented  · 

    This is so important, we waste so much time having to then go into the item and update the price.

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    Valerie Puccini commented  · 

    Products & Service should ask if we wish to update cost when entering an amount that is different to the one in the system. We still have prices from 5 years ago in the Products and Services because as we enter bills with new prices, it does not update the back end.

    Valerie Puccini supported this idea  · 
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    Valerie Puccini commented  · 

    Products & Service should ask if we wish to update cost when entering an amount that is different to the one in the system. We still have prices from 5 years ago in the Products and Services because as we enter bills with new prices, it does not update the back end.

  2. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Valerie Puccini supported this idea  ·