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  1. Batch Payment - Payment File format compatible with Barclays

    29 votes

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    submitted  ·  12 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Becca Evans commented  · 

    The CSV BACs payment export from Xero for Barclays is no longer in the correct format for upload to the new Barclay iPortal. This means that we have to edit the entire CSV export to fit with Barclays upload format, and we do not have the capacity to do this. We are wondering if the format of the CSV for Barclays, going forward, will be adjusted to meet the new requirements.

    Becca Evans supported this idea  · 

  2. Budgets - Order by GL account number

    96 votes

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    26 comments  ·  Reports & tax » Budgets  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.

    We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.

    Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊

    I'll keep you updated of news for this, here.

    Becca Evans supported this idea  ·