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  1. Bank Reconciliation - Reconcile against Statement

    80 votes

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

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Christina Thomason supported this idea  · 

  2. Bank Reconciliation - Show credit card number when reconciling

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christina Thomason supported this idea  · 

  3. Bank Reconciliation - Show Statement Type When Reconciling

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christina Thomason supported this idea  · 

  4. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    709 votes

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

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Christina Thomason supported this idea  · 

  5. History & notes - edit a note

    5 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Christina Thomason commented  · 

    I added a note on an employee's profile and pressed enter before I realized that I had made a few grammatical errors. Now I cannot change it. I understand the audit record, but we should be able to change NOTES. They are my notes so I should be able to change them. If you want an audit log, have it include a note at the bottom of what was changed. I would be OK with that. I can see not wanting to allow changes on certain audit processes but MY OWN NOTES SHOULD NOT COUNT. I hope others continue to VOTE for this.

    Christina Thomason supported this idea  ·