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  1. Reconciliation - Add project without adding details

    14 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    Georgina Orchard commented  · 

    @Kelly Munro I can see above that you have responded but cannot see the response when trying to locate it

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    Georgina Orchard commented  · 

    Xero if you're serious about project management - being able to assign the project quickly during the bank reconciliation process / cash coding is critical to managing multiple projects in a small business. Most small businesses don't have a big team of Admin staff to do the work big business does.

    The current process is overly time consuming and inefficient - we use a card app which imports into Xero in an integration. I can assign tracking categories in the card app which are then imported into Xero. Lets do this with a Project Code.
    To currently assign a project I need to edit the transaction before matching it and then assign it to a project. If Xero is built with relational databases, tables systems need a project code to link the banking table in the database to the Xero Project table.

    Georgina Orchard supported this idea  · 

  2. Make projects better

    36 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Georgina Orchard supported this idea  · 

  3. Bill Payment - Ability to review attached bill when creating an ABA file

    7 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Georgina Orchard supported this idea  · 

  4. AU Payroll - Introduce employee onboarding

    32 votes

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    10 comments  ·  For small businesses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're looking into this product idea as part of research we're doing on managing employees and we'd love for you to help us get it right!

    Particularly, we're looking at our customer's experiences onboarding new hires and setting them up in payroll. If you'd' be willing to have a chat with our product team about this, it'll take about 60 minutes via video call.

    If you're interested in taking part, please apply using this link - It'll only take a few minutes to fill in and your answers are confidential.

    We really appreciate your time, and I'll be back to share any progress that comes from this work. Thanks!

    Georgina Orchard supported this idea  ·