Settings and activity
3 results found
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1 vote
Hi Lara, 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lara Berenji
shared this idea
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5 votes
Lara Berenji
supported this idea
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178 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
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Lara Berenji
supported this idea
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I would like to be able to move a transaction to a different account.
Sometimes I enter a transaction into the wrong account and don't realize until after I've completed and saved it. The only way to move it to the correct account is to delete (remove and redo) the transaction, and enter it all over again into the correct account.
It would save me a lot of time if there were a way to move it without having to re-enter all the details and reattach the supporting documents.