Automatic bank reconciliation beta

3 results found

1. Amber option to the xero suggested matches in bank reconciliation

   Add a second amber option to the xero suggested matches in bank reconciliation. Currently, all suggestions are green, even if the payment is from a different supplier or with a different invoice number. Xero could offer the option of Green = invoice amount, invoice reference and Customer all match - Amber is one or two of these match. This would then highlight any suggested matches that need further investigation and would stop people incorrectly matching the wrong invoice to a payment

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Reconciliation

   Please allow reconciliation from bank account via app.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Bank Rules Transfer

   Good morning Xero Team,

   I trust you are well.

   I would like to make a suggestion regarding bank rules in Xero.

   We have multiple clients who are moving from established sole proprietorships to incorporated entities. In many cases, the sole proprietorships already have numerous bank rules set up. However, when the client moves over to the new incorporated entity, we need to recreate all of those bank rules manually, even though many of the transactions remain exactly the same.

   Would it be possible to introduce a feature that allows users to transfer, export, import, or copy bank rules from one entity to another?

   We work with medical accounts in South Africa, and across our client base there are many recurring transactions that are identical or very similar. If our company could create a standard collection of bank rules and import them across relevant client profiles, it would save a significant amount of time. Each clerk could then review and adjust the remaining rules according to the specific needs of each client.

   This would be a highly valuable feature for accounting practices managing multiple clients with similar transaction patterns.

   Thank you for considering this suggestion.

   Kind regards,

   Frances B
   APS Africa
   Associate Accountant

   Good morning Xero Team,

   I trust you are well.

   I would like to make a suggestion regarding bank rules in Xero.

   We have multiple clients who are moving from established sole proprietorships to incorporated entities. In many cases, the sole proprietorships already have numerous bank rules set up. However, when the client moves over to the new incorporated entity, we need to recreate all of those bank rules manually, even though many of the transactions remain exactly the same.

   Would it be possible to introduce a feature that allows users to transfer, export, import, or copy bank rules from one… more

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂