Settings and activity
4 results found
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348 votes
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Alan Seiden
supported this idea
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4 votes
Alan Seiden
supported this idea
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5 votes
Alan Seiden
supported this idea
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Alan Seiden
commented
Yes, not only for UK banks. I don't think any bank would accept the current format with the routing and account joined in a single column. At least allow the routing and account numbers to be split into separate columns.
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51 votes
Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.
While there’s no merge function right now, there are a couple of options that might help:
- You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
- In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.
After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.
Alan Seiden
supported this idea
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I am really surprised there are not notifications to approvers when an invoice awaits approval. It means someone has to contact me outside the system, then I go into Xero to look for it, then go back out to let the person know I approved it. I expected the feature to exist.