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  1. Bank Reconciliation - Ability to merge bank accounts

    30 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Manny Castaneda commented  · 

    I agree that it is very important to be able to merge two accounts together with the transactions being merged into the history as well. I am stunned that Xero does not have this feature. I don't feel that manually transferring/reconciling/archiving the account not wanted is efficient, nor is it a good accounting practice. I just moved over from Quickbooks Desktop, and I am a ProAdvisor with Quickbooks, both desktop & Online, and this is a very basic transaction on their platform, and it works very efficiently. I am trying to like Xero, but I am finding it a bit archaic with some of its functions and features.

    Xero, please work on being able to merge accounts inclusive of the transactions being merged as well.

    Manny Castaneda supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    191 votes

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    submitted  ·  113 comments  ·  For small businesses » Business features  ·  Admin →
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    Manny Castaneda commented  · 

    I agree with the initiator of this idea request. To add to the original idea requestor, it is basic business professionalism to have the quotes and converted invoices be the same. However, would also like to have the title and summary feature on the invoices that are generated without a quote being generated as well.

    Is this idea on the calendar for implementation? If yes, when?

    Manny Castaneda supported this idea  · 

  3. Dashboard - Track Quotes

    90 votes

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    49 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

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    Manny Castaneda commented  · 

    I am a new user and I am very shocked this is not already on the dashboard. In my assessment, this feature is a very basic dashboard 101 feature, which enables all subscribers to succeed in business. Frankly, I think this is a critical feature, as it is very easy to forget follow-up, unless it is staring at us directly. Hence, losing out on a business opportunity, which generates revenue. I for one start most of my book's activity from my dashboard, and keep referring back to it, so I do not forget important things for me to do.

    Manny Castaneda supported this idea  ·