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  1. Chart of Accounts: Ability to merge accounts

    67 votes

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    16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.

    While there’s no merge function right now, there are a couple of options that might help:

    • You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
    • In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.

    After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.

    Kirsty Warrilow supported this idea  · 

  2. Sales invoice - Add Notes that are visible to the customer

    85 votes

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    25 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.

    Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.

    For the time being, a couple of options that may be useful;

    • Using only the description field of a line item to add additional details
    • For more static messaging you could add the details to the payment advice of a standard template, or
    • Add static text with an advanced template editing the template with DOCX

    We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.

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    Kirsty Warrilow commented  · 

    There are a lot of people asking for the same thing! Surely then this would be something that you SHOULD be adding to your roadmap! Be good as others have stated if you would reconsider this!

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    Kirsty Warrilow commented  · 

    Is there a way to do this yet? I see it is an ongoing issue with this platform. Would be great to have this remedied where I can add a note to an outgoing invoice that is visible to the customer, and not included in the product line

    Kirsty Warrilow supported this idea  ·