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78 results found

  1. Batch Payments - Export file in a Santander-compatible format

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  2. Bank | Ability to reconcile period - Regions outside CA and US

    56 votes

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

    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

  3. Reports - Export all excel reports in .xlsx format

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp shared this idea  · 

  4. Customer statements - Export to Excel

    188 votes

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    submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  5. Manual Journals - Export multiple journals

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  6. Contacts - Export Statements to CSV

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  7. Custom Report - Ability to Hide/Unhide Columns

    14 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  8. Reconciliation | Ability to add tracking for "minor adjustments"

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  9. Bank Transfer - Attach file/Split Transfer/Add Tracking/Amend

    20 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  10. Executive summary report - Filter to show information for different tracking

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  11. Income and expenses by contact - Filter using tracking category

    6 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  12. Tracking - Ability to lock options from being used

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  13. Tracking - Ability to bulk add and delete tracking on invoices

    59 votes

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

    Hi everyone, appreciate the interest in the idea here. 


    We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here. 


    We'd recommend having a try in the demo co. if this is a new tools for you. 🙂

    Monique Wolvekamp supported this idea  · 

  14. Tracking - Make mandatory / required

    220 votes

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    submitted  ·  88 comments  ·  For small businesses » Business features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  15. Tracking Categories - Reorder departments

    9 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  16. Bills - Bulk assign tracking to multiple lines at a time

    15 votes

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

    Hi team, this isn't something we have direct plans for developing atm, however for those with the Adviser role you could consider using Find & recode as a way to bulk assign tracking to your transactions lines.

    It's important to note that it's not possible to undo a recode, so if you're unsure of how the features works at all we';d recommend trying it out in the demo company first.

    Monique Wolvekamp supported this idea  · 

  17. Branding - Add Tracking Categories to Invoice Template

    68 votes

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    submitted  ·  34 comments  ·  For small businesses » Business features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  18. Tracking categories - Spread costs across tracking categories

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  19. Reporting - Budgets by tracking category to integrate with master overall budget

    155 votes

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    submitted  ·  65 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 

  20. Tracking - Link options within categories

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Monique Wolvekamp supported this idea  · 
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