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  1. Reporting - Unrealised Gains and losses report for tracking category

    7 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Elizabeth Harper commented  · 

    Realised currency gains and losses to be allocated to the same split of team codes and activity codes allocated to the original transaction.

    At the moment, any transaction which originally contained more than one team code and/or activity code which has realised foreign currency gains/losses has the gains/losses posted with 'multiple categories' for team code and activity code. This can cause issues for internal management reporting where there is a need to then manually assess each element of the gain/loss to see which team or activity it relates to. If the gains/losses were automatically split on the same basis as the original transaction then this manual work around would not be necessary.

    Elizabeth Harper supported this idea  · 

  2. Email Settings - Set which users to receive Bank account change notification

    261 votes

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    140 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.

    While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.

    We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.

    Elizabeth Harper supported this idea  ·