4 results found
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Enhancement Request for Transactions Reconciliation and Cash Coding
Dear Xero Product Team,
I hope this message finds you well. I would like to propose an enhancement to the reconciliation process within Xero that I believe would significantly improve efficiency for all users.
Currently, when reconciling transactions, it can be quite time-consuming to match multiple received payments or spent amounts against their corresponding invoices or bills. To streamline this process, I suggest implementing additional filter options on the Bank Accounts page, specifically under the “Reconcile” tab.
Here are the key enhancements I propose:
Multi-Selection Capability: For each transaction listed, include a checkbox on the left side. This will enable…
2 votesHi Waqar, appreciate the time and effort you've taken to give this feedback here. We can see that you've voted on a few similar ideas related to the notes you've shared here
- Bank Reconciliation - Match multiple payments to one invoice
- Bank Reconciliation - Filter by spend/receive money
If there are any progress for these we will update the related idea.
To confirm cash coding as a tool is designed for direct cash transactions only this shouldn't be used when reconciling invoices or bills as the process creates cash transactions in the bank account for you.
Just to give a bit of insight into where we're heading with bank rec - We are working on helping to streamline reconciliation and give users back more time with Automated Bank Reconciliation. While this is limited to individual matches atm this is a feature we will continue to build upon.
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Reconciliation
Please allow reconciliation from bank account via app.
1 voteWe'll need some more detail for your post to be considered as an idea here, Heather. I can see that you have raised a case with Xero Support regarding connecting a bank feed in the mobile app, if this is a correct description of what you are wanting to see in the Xero mobile app please reply and let us know with further details.
This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Please can you fix the issue of FNB and your bank feed not working, instead of new ideas & upgrades, fix current issues!
Please can you fix the issue of FNB and your bank feed not working, instead of new ideas & upgrades, fix current issues! This has been going on for way to long now.
1 voteSorry to hear the troubles you're having with your FNB feeds, Shan. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens, so it can be escalated to the best product team if required.
Please do raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1.
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JAX Auto-Reconcile - Mismatching
Have been having issues with auto reconciliation matching against bank fees but overlooking pending items from Xero Me. Should look for matching items from Xero Me first, before creating new item to match bank fees.
1 voteWe'll need some more deta to properly triage this Idea Vernon. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.
Can you please explain what your process is? I believe you are talking about Expense Claims but the more detail the better.
To clarify at the moment Jax auto reconcile will look for matching transactions and if there are none and no bank rule it will use prediction or memory to create the transactions and reconcile. If you have an Expense transaction (spend money) that matches the amount in the bank statement it will not create a new transaction. Please let us know what you are experiencing so we can triage the Idea.
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