Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Projects - Set date for change of charge rate

    9 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  6 comments  ·  Projects & tracking » Projects  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Fiona Hall supported this idea  · 
    An error occurred while saving the comment
    Fiona Hall commented  · 

    Has there been any progress on this issue?
    Charge out rates change over time, employee cost rates change over time.
    For any profitability report to be meaningful, changes made need to be date related.
    Can someone from Xero give comment please, even if it is a 'work around'

  2. Bank Reconciliation - Repeating spend & receive money transactions

    155 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    47 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    An error occurred while saving the comment
    Fiona Hall commented  · 

    Come on guys ..
    I too have been forced to change to Xero (From Reckon Hosted).
    I really want to select 'Spend Money', enter the Contact name and see the last transaction details pre-populated.
    Account, Description - I just then edit the amount if it has changed and press Save.
    I don't want to create a bank rule .. I want to enter the transaction manually in real time, with Xero automatically recalling the last transaction for that contact.
    Please, please look into allowing for this.

    Fiona Hall supported this idea  · 

  3. Reconciliation - Adding undo option

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  18 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Fiona Hall commented  · 

    Just removed an entire month's transactions.
    About 190 transactions.
    I need to 'undo' my mistake.

    Fiona Hall supported this idea  · 

  4. Billable Expenses - Add Project Billable Expenses to Draft Invoices

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Fiona Hall commented  · 

    This is so important, a billable expense is so easily missed. Deleting an entire draft to add a few items is inefficient to the extreme.

    Fiona Hall supported this idea  ·