Settings and activity
7 results found
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245 votes
Nate Shaw
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46 votesNate Shaw
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66 votes
An error occurred while saving the comment Nate Shaw
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168 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Nate Shaw
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133 votesNate Shaw
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153 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
Nate Shaw
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598 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Nate Shaw
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Xero, please add a Purchase Order (PO) import feature! It’s incredibly frustrating that we can import invoices and bills and journals but not POs!!! Manually entering large POs is time-consuming and inefficient, especially when customers send extensive orders in spreadsheets. A simple CSV import would save hours of work and streamline our workflow. Many users are considering switching platforms due to this missing functionality. Please provide an update on when this feature will be available—we need this urgently!