Settings and activity
8 results found
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9 votes
Hi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
Deanna Leib
supported this idea
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48 votes
Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.
We will continue to track the interest here, and share if anything changes.
Deanna Leib
supported this idea
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6 votes
Deanna Leib
supported this idea
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89 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
Deanna Leib
supported this idea
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161 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Deanna Leib
supported this idea
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16 votes
Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
Deanna Leib
supported this idea
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52 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
Deanna Leib
supported this idea
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3 votes
We appreciate the suggestion, Deanne. We understand how being able to add custom field for billing terms to invoices could help provide clearer information to customers and reduce the need for manual descriptions.
Having dedicated fields for service start and end dates could also support businesses managing ongoing contracts, retainers, or deferred revenue workflows.
We’ll continue tracking the feedback and interest shared here.
Deanna Leib
shared this idea
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