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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

    526 votes

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

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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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  ·