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1. Fixed Assets - Automatically update depreciation start date when changing year end dates

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

   Hi everyone, as mentioned earlier our team have been making change across Xero to enable user to change their year end in their Xero organisation. We recently made a change to Financial settings so you can add start and end dates to different periods. Currently this is only available to users with the UK version of Xero however we are looking at rolling this out across all versions over the coming months.

   It's also worth noting that atm it's only possible to set a longer transitional period (12+ months). Our team are working on shorter periods (<12 months) which we'll be providing in the near future.

   This change impacts multiple areas of Xero. As a reminder from our last post -

   Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings. It's important to note that Fixed assets will only be un effected when you create a transitional period through the Financial Settings.

   Similarly in Reporting - All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.

   In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.

   We'll keep you informed of further changes for this here.

   Hi everyone, as mentioned earlier our team have been making change across Xero to enable user to change their year end in their Xero organisation. We recently made a change to Financial settings so you can add start and end dates to different periods. Currently this is only available to users with the UK version of Xero however we are looking at rolling this out across all versions over the coming months.

   It's also worth noting that atm it's only possible to set a longer transitional period (12+ months). Our team are working on shorter periods (<12 months) which we'll be providing in the near future.

   This change impacts multiple areas of Xero. As a reminder from our last post -

   Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the… more

   Megan Farac supported this idea  ·  26 March, 2024
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   Megan Farac commented  ·  26 March, 2024  ·  Edit…  ·  delete…

   SO HOW do we fix the Assets then on a roll back to a change of Balance Date to 10 months, obviously is STILL an issue as I can't set my Start date now
   XERO this has been questioned for years and you are still working on it
   NOT good enough

   Save Submitting...

2. Bank Reconciliation: Search for transactions across all accounts

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   21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we're excited to unveil some enhancements to your bank reconciliation experience in Xero! With our latest developments we're releasing the ability to effortlessly search and filter statement lines based on your preferred criteria, to give you ultimate control and efficiency. 

   When available to you it'll help save time clicking through pages as you can view more statement lines on your screen. 😊

   For the time being, these updates are limited to each bank account so there’s still no way to search across all banks at once. 

   This is being rolled out to everyone over the next few weeks and I'll return to share when released to you all. 

   Megan Farac supported this idea  ·  29 September, 2023