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4 results found

  1. Navigation - Return to previous screen after viewing/editing a transaction

    111 votes

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    39 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

    Ian Scott supported this idea  · 

  2. Reporting: Account Transactions Report - Show Files icon & number attached

    109 votes

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    submitted  ·  29 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ian Scott commented  · 

    Show a Icon when viewing a list of Transactions to see if the transaction has any documents attached.

    Ian Scott supported this idea  · 

  3. Reconciliation - Adding undo option

    29 votes

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    submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ian Scott supported this idea  · 

  4. Reconciliation - Bulk 'OK' for reconciling bank transactions

    240 votes

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    54 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    Ian Scott supported this idea  ·