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6 results found

  1. Bank Reconciliation - Improve date recognition for auto-suggestion

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    RHE Benefits supported this idea  · 

  2. Manual Journals - Ability to Sort and Filter search results

    3 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.

    We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.

    This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.

    RHE Benefits supported this idea  · 

  3. Bank Reconciliation - Sort statement lines by most recent date

    8 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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  4. Chart of accounts - Default to latest transactions first

    35 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    RHE Benefits commented  · 

    Please change this, it would significantly improve our experience with Xero

    RHE Benefits supported this idea  · 

  5. Xero Accounting app - List contact transactions in Date order, newest first

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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  6. Bank Reconciliation - Show newest transactions first when sorting

    5 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.


    We've reviewed your idea to show newest transactions first when sorting 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.

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    RHE Benefits commented  · 

    I agree with both Norma's post and Rachel's comment.

    For my company, the ability to sort by newest is critical for both the transactions to reconcile section and for accounts within the chart of accounts.

    We are in both areas hundreds of times each month and it slows down our processes significantly when we need to manually adjust the "newest to oldest" filter each time. It would be a huge quality of life improvement to have a permanent setting to allow transactions to come in "newest to oldest"

    RHE Benefits supported this idea  ·