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  1. Chart of Accounts - Edit / Add account types

    7 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul O'Donnell commented  · 

    As a UK registered charity it would be very useful to be able to change the names of the General Ledger Account Types. Though serving basically the same purpose, charities have funds and not equity. Being able to differentiate between Restricted and Unrestricted Funds, even Designated and Endowment funds would be a great advantage. I am sure that this lack of flexibility is probably putting off many charities from adopting Xero as their finance package and thus costing Xero money in lost revenue.
    The problems can be overcome by using a structured general code structure and then reporting through Excel, but we are trying to move away from over reliance on spreadsheets for producing management reports.

  2. Tracking - Ability to import categories

    97 votes

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    submitted  ·  32 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Paul O'Donnell commented  · 

    Would be very helpful