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  1. Manual Journals - Ability to post journal entries to bank/cash accounts

    133 votes

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    33 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    SHERAZ MUNIR commented  · 

    Manual Journals - Ability to post journal entries to ALL Accounting Ledgers
    I agree that there should be no restrictions to posting journals to bank accounts but that should also "extend to CUSTOMER, SUPPLIER and ALL other accounting ledgers too". Its vital and a great time saver. All other established software providers have this facility as standard.

    SHERAZ MUNIR supported this idea  · 
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    SHERAZ MUNIR commented  · 

    Journal Entries.
    Currently you can't do journals to all the ledgers for example Bank Accounts, Customer Ledgers etc...
    As an advance user i.e. Accountant it would be great if you could do a journal to any ledger without restrictions which would give much flexibility and speed. These functions are standard in other established accounting software like VT and Sage etc

  2. Auto bank rec | Settings - Show on the Dashboard

    74 votes

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    6 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂

    So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊

    SHERAZ MUNIR supported this idea  ·