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  1. Bank Rules - Create new Account from a Bank Rule

    7 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tracy Harrington supported this idea  · 
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    Tracy Harrington commented  · 

    Yes I agree-this is really clunky to work with as is.

  2. Chart of Accounts - Add visualisation when adding new account

    1 vote

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Tracy Harrington shared this idea  · 

  3. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    515 votes

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    87 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly M (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Tracy Harrington commented  · 

    I wish you had the option to remove units and price from the transaction entry screen if you don’t need it-as it is this just requires extra clicks to get transactions in.

    Tracy Harrington supported this idea  · 

  4. Bank Reconciliation - Add a new account code while reconciling

    4 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi, thanks for submitting this idea. As you mentioned, the Create option doesn't currently have a way to add a new account into your Chart of Accounts.

    We appreciate you taking time to let us know how we could improve Xero for you, and your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Tracy Harrington shared this idea  ·