Reconciliation - Add project without adding details
At the moment to enter a project number when reconciling, you have to enter details every time. Can you add the project drop-down box into the bank rec screen for every transaction
Rachel Willis
shared this idea
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Georgina Orchard
commented
@Kelly Munro I can see above that you have responded but cannot see the response when trying to locate it
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Georgina Orchard
commented
Xero if you're serious about project management - being able to assign the project quickly during the bank reconciliation process / cash coding is critical to managing multiple projects in a small business. Most small businesses don't have a big team of Admin staff to do the work big business does.
The current process is overly time consuming and inefficient - we use a card app which imports into Xero in an integration. I can assign tracking categories in the card app which are then imported into Xero. Lets do this with a Project Code.
To currently assign a project I need to edit the transaction before matching it and then assign it to a project. If Xero is built with relational databases, tables systems need a project code to link the banking table in the database to the Xero Project table. -
Taryn Tennant
commented
This is the most disappointing part of Xero for me. I don't believe I have saved any time from my spreadsheets due to the number of clicks I have to do to assign the hundreds of transactions and expenses to a project. Why isn't this an option on the cash coding page?
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Zachary Kirkham
commented
Also, assign multiple transactions to a project in bulk would be so helpful.
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping fees to be able to select multiple statement lines or transactions and "assign all" in one click - the thought of it makes me swoon!!