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  1. Chart of Accounts: Ability to merge accounts

    51 votes

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    16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Leanne Scott supported this idea  · 
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    Leanne Scott commented  · 

    Definitely a feature that would be very useful.

  2. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    146 votes

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    19 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️


    Leanne Scott supported this idea  ·