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  1. Bank reconciliation - Import spend & receive money transactions

    107 votes

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    50 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

    Judith Story supported this idea  · 
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    Judith Story commented  · 

    We require the ability to import spend money transactions into Xero. We currently have these as a csv file from another piece of software but are unable to import these transactions. The transactions are a mixture of cheque and BACS payments and can be up to 120 per day. Please can this be added asap. As there are a number of cheques it is important that they are added at the date processed rather than the date they go through the bank account.

  2. Invoices - Allow contra entries of sales invoices against purhcase invoices and vice versa

    57 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Judith Story supported this idea  · 
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    Judith Story commented  · 

    I would like this too - it would make life easier

  3. User Role: More options for access rights

    12 votes

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    11 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your looking through the forums and existing ideas, Tracy. 

    Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.  

    As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when  trying to assign what a user can or can't do in your organisation. 

    While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…

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    Judith Story commented  · 

    We are accountants too and find that this is an issue for larger businesses wanting to use Xero - we can't have staff looking at the financial reports of the business or having access to other areas than their job description allows. I agree the access levels should be completely customisable.