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

    168 votes

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    48 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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    Shawna Brinley commented  · 

    Please say this is in progress. This is a super simple change in the system to just allow journal entries to adjust bank/cash accounts.

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    Shawna Brinley commented  · 

    As an accountant, we need the ability to be able to do manual journal entries that can include bank accounts too so we don't have to do reclassification entries for everything and then go and clear out the bank account separately. I work with lots of real estate investors and we track for properties and sometimes we want to reclassify between tracking properties without having to do spend or receive money.

    Shawna Brinley supported this idea  · 

  2. Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts

    14 votes

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    2 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.

    Shawna Brinley supported this idea  · 

  3. Bank Reconciliation - Edit check amount directly without voiding or reissuing

    3 votes

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    3 comments  ·  Banking & chart of accounts » Bank accounts  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing this idea. We understand the request to edit the amount of an existing check without needing to void or recreate it. Having more flexibility to make small corrections could make managing check payments and vendor expenses easier.

    I've updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you'd like check editing to work.

    Shawna Brinley supported this idea  ·