Settings and activity
7 results found
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35 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Adam Webb
supported this idea
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17 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Adam Webb
supported this idea
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604 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Adam Webb
supported this idea
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16 votes
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
Adam Webb
supported this idea
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10 votes
✨ Thanks so much for taking the time to share this idea — we can definitely see why this would make a real difference.
Being able to create a Spend Money transaction directly from the Files page is a helpful improvement, but if there’s no way to adjust the VAT amount to match the receipt exactly, it does create a gap in the workflow. Even a small difference of a penny means the transaction can’t be completed there and the user has to abandon the process and enter it another way, which reduces the value of the feature.
We agree this would make the experience more practical and complete, so we’re moving your idea to Gaining Support. That helps us better track interest in this improvement and show the team the impact it’s having for customers using this workflow.
An error occurred while saving the comment Adam Webb
supported this idea
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75 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
Adam Webb
supported this idea
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92 votes
Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.
We’re updating the status of this idea to Accepted to show it's formally on our radar.
While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.
We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.
We’re grateful for your feedback and will continue to monitor interest here.
Adam Webb
supported this idea
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I'd agree with both of these. The facility is there for the adjustment to be made on Tax Exclusive items in general spend money items or bills in Xero, I can't see why this isn't included for Tax Exclusive items on SDC.