Settings and activity
27 results found
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23 votes
Hi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.
For the time being, you can change the dates to essentially reset this to the period you want to reconcile.
To open the period in an editable state from the 'All periods' list:
- Select the "Continue" button on a draft period, or
- Select "Edit" on a locked period, then "Continue" in the modal to unlock it
From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.
An error occurred while saving the comment 
RaLynda Lee
supported this idea
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160 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
RaLynda Lee
supported this idea
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2 votes
Thanks for your post here , Brenda.
Appreciate some customers prefer to use the keyboard to enter data. I've checked this in with our product team and can confirm, currently if you're entering a date via the keyboard and then press Tab, the cursor will move to the opening balances field.
Appreciate it's not the solution you're asking here, however atm you can press the return key to select the date from the date picker, which will automatically move the cursor to the end of the date field.
We're keeping a watchful eye on the interest of the idea to understand the interest in this.
RaLynda Lee
supported this idea
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31 votes
Hi team, while we began work on developing the ability search and sort by tasks in Projects the teams focus had to shift to other priority work and we want to be open that this has been put down for now.
When there is the ability to pick this back up we'll return to share with you here.
RaLynda Lee
supported this idea
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12 votes
Hi Cody, thanks for sharing such detailed feedback on progressive billing for fixed-price tasks. It’s really helpful to hear how this could support projects that run across multiple stages.
We’ve reviewed your idea and moved it to Gaining support, so it’s now open for votes and comments from the wider community. If others have similar experiences with fixed-price project billing, we’d love for them to add their voice — it helps show how broad the need is and gives the product team clearer context.
Thanks again for raising this, and we’ll keep you posted on any progress.
RaLynda Lee
supported this idea
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15 votes
An error occurred while saving the comment RaLynda Lee
commented
I would love this!
RaLynda Lee
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10 votesRaLynda Lee
supported this idea
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4 votesRaLynda Lee
supported this idea
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2 votes
An error occurred while saving the comment RaLynda Lee
commented
I LOVE this! It is exactly what I needed.
RaLynda Lee
supported this idea
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9 votesRaLynda Lee
supported this idea
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41 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
RaLynda Lee
supported this idea
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3 votesRaLynda Lee
supported this idea
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179 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
RaLynda Lee
supported this idea
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80 votesRaLynda Lee
supported this idea
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98 votesRaLynda Lee
supported this idea
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170 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
An error occurred while saving the comment RaLynda Lee
commented
It would be great to edit a client payment instead of remove and redo.
Also, be able to apply receive payment to an invoice.
RaLynda Lee
supported this idea
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9 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
RaLynda Lee
supported this idea
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97 votesRaLynda Lee
supported this idea
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15 votesRaLynda Lee
supported this idea
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57 votesRaLynda Lee
supported this idea
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You said we could change the dates on a draft reconcile Period, however I cannot change the date where I need it to be.