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  1. COA | Create new account - Ability to add reporting name on the fly

    24 votes

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    1 comment  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks so much for all your feedback and support on this idea!

    We know that sometimes you need to create a new account on the go—like when you’re right in the middle of entering a spend money transaction or a journal. But at the moment, you can’t create a new COA account then and there.

    The current workaround is to create the account first from the Chart of Accounts before doing your actual task. While that gets the job done, we understand it’s not the most efficient way to work, especially when you’re trying to keep momentum.

    This idea is now in the Gaining Support stage. We’re keeping an eye on how much interest it’s getting, and your votes and comments help show the value this would bring to your day-to-day.

    Rebecca Banks supported this idea  · 

  2. Include tax dates as reporting date option

    20 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Idea review  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi Everyone, thanks for supporting this idea. It sounds like you're referring to how you can apply a date ranges to reports?

    Most reports in the UK version of Xero already allow you to set a range from the drop down, such as last/this month, last/this quarter, last/this financial year.

    Is there a specific report where you're not seeing this option?

    Rebecca Banks shared this idea  ·