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6 results found

  1. Manual Journals: Allow placeholders in standard manual journals

    7 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Neville Reid supported this idea  · 

  2. Bank Rules Placeholders

    16 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Neville Reid commented  · 

    Yes, with the ability to use the month from the transaction date, or the month before / after the transaction date, OR the month/months mentioned in the line description imported from the bank statement.

    Neville Reid supported this idea  · 

  3. Reporting - Percentages with decimals when expenses shown without

    6 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neville Reid commented  · 

    A lot of report-formatting requests could be met by an option to upload an Excel template file for a specific report.

  4. Bank Reconciliation - Automatic coding of transfers between bank accounts

    14 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neville Reid commented  · 

    Yes, this would be helpful. And when the transfer is reconciled on one account, then auto reconcile it on the other account also. We'd better have a setting to choose whether to automate the coding, in case some companies want to tinker with the descriptions e.g. stating purpose of transfer.

    Neville Reid supported this idea  · 

  5. Reports - Wrap text in the Profit and Loss report

    17 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Neville Reid commented  · 

    Yes, when exporting to Excel, the heading row (e.g. tracking categories) should be formatted as Wrap text = yes.

    The row height should be set to display the longest column heading in full.

    The column width should then be set to something sensible e.g. 15. Ideally the program might set the column width on a sliding scale, e.g. 13 if there are many columns, 20 if there are few, and a sliding scale in between aiming at an overall report that would be legible if printed on one sheet of A4.

    Also, in reports by tracking category, please make the default width for the Total column a little wider, as long numbers are often not displayed currently, and we have to manually make this column wider.

    Neville Reid supported this idea  · 

  6. Bank Feed - Charities Aid Foundation (CAF)

    134 votes

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    45 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes around at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

    Neville Reid supported this idea  ·