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4 results found

  1. Manual Journals - Ability to post journal entries to bank/cash accounts

    69 votes

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

    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.

    Helen Kirkland supported this idea  · 

  2. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

    96 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Helen Kirkland supported this idea  · 

  3. New Invoicing - Typeable dates in Date fields

    267 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Helen Kirkland supported this idea  · 

  4. Contacts: Statements - Allow to be sent to Contact Groups

    193 votes

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    submitted  ·  108 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Helen Kirkland commented  · 

    With this facility we could customize an email template to go out to the various groups; gentle reminder, harsh reminder, etc.

    Helen Kirkland supported this idea  ·