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  1. 4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Lana Johnson supported this idea  · 
  2. 12 votes

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    Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.

    Now it's up to the community to get behind and support it with their votes and comments.

    In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.

    Lana Johnson supported this idea  · 
  3. 11 votes

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    Lana Johnson supported this idea  · 
  4. 52 votes

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    Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.

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    Lana Johnson commented  · 

    I would like to be able to edit the sales tax amounts. Sometimes there is no tax on some items and tax on others so the simplified tax calculation creates an inaccurate tax amount.

    Lana Johnson supported this idea  · 
  5. 49 votes

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    Lana Johnson supported this idea  · 
  6. 81 votes

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    Lana Johnson supported this idea  · 
  7. 64 votes

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    Lana Johnson supported this idea  · 
  8. 190 votes

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    Lana Johnson supported this idea  · 
  9. 65 votes

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    Lana Johnson supported this idea  · 
  10. 165 votes

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    Lana Johnson supported this idea  · 
  11. 18 votes

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     ·  0 comments  ·  Practice tools  ·  Admin →
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    Lana Johnson supported this idea  · 
  12. 146 votes

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    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

    Lana Johnson supported this idea  · 
  13. 1,114 votes

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    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

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    Lana Johnson commented  · 

    I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.

    Lana Johnson supported this idea  ·