10 results found
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Bank Reconciliation - Turn off auto-reconcile prompts
I am not at all interested in the auto-reconcile feature and it won't ever be useful to me. The huge bar at the top of each account suggesting it is getting in the way of my workflow. I would like the ability to dismiss this and then not have it reappear! It's fine for Xero to suggest it once, so I know it exists, but once I've seen it I should be able to get rid of it for good. The same goes for the intrusive bar asking if I'd like to add online payments on each invoice. No, I…
5 votesHi!
Thanks for sharing your suggestion about hiding this prompt.
We've reviewed your idea and you might like to share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
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Autoreconcile
Can the autoreconcile be set up to also send a receipt for payments received?
Alternatively, can a receipt be sent after the fact? I cannot see how to do this, after a payment has been autoreconciled.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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JAX Auto reconciliation - The description and/or reference doesnt pull through to the transaction when auto reconciled
In our business we rely heavily on a report that functions like the old detailed account transactions report (just the account transaction report rejigged to look the same essentially). We also use the cash code / bank rule feature a ton.
Right now we've noticed that the items that are auto-coded by Jax do not bring in any kind of descriptor into the reference field from the bank such as the 'description' line. So when we pull our report to review we can't verify if the items that were auto coded are correct against what the bank description was (leaves…
11 votesThanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. 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!
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Auto Bank Reconciliation - Review check box
In the Auto Reconciliation screen, could there be a check box that is optional to use to confirm you have run your eye over the Auto Matched or Rule transaction? I'm finding it hard when there is many transactions to know where I'm up to. Maybe also a "select all" too.
Then also when I look back the following week, I'll know I have reviewed those dates. At the moment I'm doubling up checking because I don't want to miss any.
5 votesThanks Michelle! Good to get your feedback on how this would help your validations.
We'll start to feel out the interest in this from others here.
I'll let you know if there are any updates.
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Auto Bank Rec - Show Invoice Numbers in Auto Reconcile
At the moment when JAX has matched a payment with an invoice, it shows the transaction detail as "Payment: Customer Name". But I would like to be able to see the Invoice # that it was matched to, as I have many invoices of the same amount.
It would be great to have a column that can show the Invoice # that JAX has applied to please. At the moment, I'll need to go in and click each transaction to check it (which is not quicker than doing it manually in the bank feed). I don't want to assume JAX…
3 votesThanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
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JAX Auto reconcile bank rules only
It would be good to customise the new JAX auto bank reconcile feature. Eg reconcile bank rules only.
The clients that would benefit most from this new feature are the ones that have large volumes of unpaid items on the purchase or sales ledger so whilst it would be great to auto reconcile the rules I wouldn't want the AI "having a go" at matching bank transactions to open bills or invoices.4 votesAppreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.
We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂
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Auto Bank rec - Default setting for all organisations
Have a default setting to either turn automatic bank reconciliation on or off for all accounts
46 votesGreat to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
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Auto Bank Rec - Mass upload auto-coding
While using JAX moving forward is great, what about when I'm bringing on a new client to Xero and I have hundreds of thousands of back transactions to upload and code?
I've added details to the CSV upload for me to use Cash coding to work through them (adding Xero COA code to the front of the description so when it is sorted alphabetically by description, it is sorted by COA code). However, it still can take a significant amount of time.
If JAX could read one of the input fields and if it contains the COA code, then put…
38 votesThanks for sharing your idea, Chris. Appreciate how automated coding via an import file would be helpful when onboarding a new client.
Our product team are paying close attention to feedback coming from our beta users. We'll keep a close eye on others that'd like to see this too, and share if there are any plans.
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Auto bank rec | Settings - Show on the Dashboard
Having settings visible from the dashboard (eg. bank account widget) would reduce clicks needed to find out which accounts have the feature on/off.
74 votesThanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂
So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊
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Auto Bank Rec | Statistics - Automation over time
Seeing the change in automation’s performance from week-to-week would help me to understand whether I’m getting more or less value from the feature as time goes on.
44 votesThanks 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.
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