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8 results found

  1. Xero HQ | Permissions - Bulk change staff permissions

    31 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Ali Asadi supported this idea  · 

  2. Credit notes- bulk allocation

    423 votes

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    submitted  ·  159 comments  ·  For small businesses » Business features  ·  Admin →
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    Ali Asadi supported this idea  · 

  3. Repeating invoices - File attached to generated invoice/bill

    34 votes

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    12 comments  ·  For small businesses » Business features  ·  Admin →
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    Ali Asadi supported this idea  · 

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    712 votes

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    193 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Ali Asadi supported this idea  · 

  5. Bills - Show GST/PST amount per tax type/name

    5 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Ali Asadi shared this idea  · 

  6. CA Tax - Separate accounts for GST & PST

    22 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Ali Asadi supported this idea  · 

  7. Reporting: Budget - Add Budgets for Balance Sheet accounts

    202 votes

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    Ali Asadi supported this idea  · 

  8. Reporting - File Attachment Report

    269 votes

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

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

    Ali Asadi supported this idea  ·