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25 results found

  1. Reporting - Create folders to manage reports (Custom, Published and Archived)

    34 votes

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    20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

    Callum Mallett supported this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    209 votes

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    submitted  ·  119 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Callum Mallett supported this idea  · 

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    663 votes

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

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Callum Mallett supported this idea  · 

  4. Manual Journals - Search by ID

    19 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Callum Mallett supported this idea  · 

  5. Customer Statement - Automated statements for contacts

    464 votes

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    114 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Callum Mallett supported this idea  · 
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