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5 results found

  1. Bank Reconciliation - Check box for 'Pay by check'

    2 votes

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminSophie Lewis (Admin, Xero) responded

    Hi Jason, thanks for raising your idea for an efficient way to deal with checks when reconciling.

    We've reviewed your idea and have now updated the status so that the community can get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Jeff Franke supported this idea  · 

  2. Prepayments & Accrual Schedules

    193 votes

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    24 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.

    I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.

    We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.

    Jeff Franke supported this idea  · 

  3. Bank | Reconcile period - Ability to delete draft period

    20 votes

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    10 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the support this idea is starting to gain. Our product teams are considering this idea among other improvements as they plan their roadmap and I'll update here if there's progress.

    For the time being, you can change the dates to essentially reset this to the period you want to reconcile.

    To open the period in an editable state from the 'All periods' list:

    • Select the "Continue" button on a draft period, or
    • Select "Edit" on a locked period, then "Continue" in the modal to unlock it

    From there select the 'Edit date range' button in the top right hand side and change the dates to the period you want to work on. You can also click into the "Opening statement balance" and "Closing statement balance" fields to update these.

    Jeff Franke supported this idea  · 

  4. Reports - Include Check number field in Transaction Report

    7 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jeff Franke supported this idea  · 

  5. Home page - Add Tasks and reminders to take action on

    220 votes

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    31 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.

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    Jeff Franke commented  · 

    That would be very helpful. Thanks

    Jeff Franke supported this idea  ·