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39 votes
Hi everyone! thank you so much for taking the time to share your idea with us! We really appreciate you flagging that the sorting function on cash coding isn't quite sorting the blanks first, but instead is just going straight from ascending to descending by date (or vice versa). We are moving this idea over now so it can gather more support from the rest of the community. Please feel free to share it with any of your peers who would also love to see this feature implemented.
We'll be keeping a close eye on this space in the meantime. Thanks again for your valuable input.
Ni Sitt Aung
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141 votesNi Sitt Aung
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34 votes
Thanks for sharing your feedback on this idea, everyone.
We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.
Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.
You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.
To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.
Ni Sitt Aung
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10 votesNi Sitt Aung
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29 votes
Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.
Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.
We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks
- Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
- Account Transactions - Edit transaction dates without remove…
Ni Sitt Aung
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30 votesNi Sitt Aung
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18 votesNi Sitt Aung
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2 votesNi Sitt Aung
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9 votes
Thanks for sharing your idea of exporting bank statement search results to CSV.
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.
Ni Sitt Aung
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112 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
Ni Sitt Aung
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