Settings and activity
4 results found
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Caitlin Browner
supported this idea
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27 votes
An error occurred while saving the comment Caitlin Browner
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295 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Caitlin Browner
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175 votesCaitlin Browner
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Would like a report that shows where a transactions was allocated (including contact and description associated with the transaction) as well as being able to see the bank statement description.
Maybe it could just be an extra column on the account transactions report.
This is particularly relevant when clients are reconciling their own files and when the accountant or bookkeeper reviews the transactions all they can see are the details entered by the client at the reconciliation stage. However, if the client misinterpreted the bank transaction then there is no way for the accountant to easily identify this when reviewing.
Attached screenshot shows example where client has selected the incorrect contact for the transaction. This is one of the few places where we can compare what the bank statement said verse how it was recorded in Xero. Would be useful to be able to compare for a large number of transactions.