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6 results found

  1. Sales Invoices - Ability to bulk edit/update invoices

    93 votes

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    submitted  ·  21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tercy Gallos supported this idea  · 

  2. Reconciliation - Foreign payment from foreign currency (different)

    39 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Tercy Gallos supported this idea  · 
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    Tercy Gallos commented  · 

    Totally agree!! This should be a basic feature available for users. Hope more can support this idea to bring it forward.

  3. Bills - Filter and view bills by tracking category

    107 votes

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    submitted  ·  41 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Tercy Gallos supported this idea  · 

  4. Tracking Categories Report - Ability to print/download tracking categories

    47 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category. 

    The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run. 

    Tercy Gallos supported this idea  · 

  5. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Tercy Gallos supported this idea  · 

  6. Reporting - Ability to create own report code structure

    202 votes

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    19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Tercy Gallos supported this idea  ·