9 results found
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Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed
JAX is developing the ability to auto reconcile bank transactions. We need an ability to mark these transactions as reviewed. The integrity of the data entered into Xero is paramount and someone must take responsibility for what is entered.
My clients enter many of their own transactions and I enter some and check key ones they have entered before lodging their BAS etc. It is important that I am happy with the data entered before lodging. I know my clients and know where they make mistakes. No matter how good JAX gets it will make mistakes or will code transactions…
31 votesAppreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
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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
55 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 | 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.
52 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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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…
23 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 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…
10 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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Auto Bank Reconciliation - Ability to send receipts
Auto Bank Reconciliation works for me - BUT I like to send receipt to paying customers.
Sometimes it reconciles and doesn't TELL ME that a customer has paid !
I actually chased someone for payment last week who had already paid - But Auto-Reconcile hadn't told me !3 votesGreat to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
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JAX | Automatic bank reconciliation - Detect differences in actual and Xero bank balance
I am an accountant and a lot of my clients are in the construction industry. There actual bank statement balance and the bank balance on Xero are often different. This is mainly due to duplication of bills, not knowing how to use hubdoc properly. Every month I spend a lot of time reconciling the actual bank statement and what in Xero. Is there a way JAX can automatically detect the difference in the actual bank statement (which can be uploaded) and the bank balance in Xero?
2 votesReally interesting idea to be explored, Udari. Appreciate the detail in your idea to understand how this can naturally occur.
It's not something we have direct plans of right now, but we'll start to get a sense of interest here and I've shared your idea back with our product teams for consideration as we continue to develop JAX and auto bank rec 😊
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Auto bank rec | Reconciled screen - Increase the amount of items per page (>50)
I love the auto-reconcile feature, but sometimes it can memorise transactions I may not want it to. On the back of this, I like to review it and look for any oddities, but being limited to 50 items per page means that I need to trawl through many pages.
Increasing to 200 items per page similar to the account transactions tab would be amazing!
2 votesAaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.
Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!
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Automatic Bank Reconciliation - Add 'Tax Rate' Column to the Account Transactions View for Quick Verification
First off, the Auto-Reconciliation feature is fantastic. It is a huge time-saver and fundamentally changes how quickly bank feeds can be processed.
The Pain Point
While the automation is great, the current workflow for auditing and verifying that Auto-Reconciliation hasn't made a mistake is highly inefficient. Building trust in automated features requires an easy way to spot-check them.Currently, my workflow to audit these transactions looks like this:
Navigate to an individual bank account.
Go to the Account Transactions tab.
Sort the list by Status to group the auto-reconciled transactions together.
The Bottleneck: I am forced to click into every…
1 voteThanks for your idea, antonio. We have another for being able to view the account column that I've added your vote to, and have slightly adjusted the title of your idea for the Tax rate column so we can get a sense of interest in this here. We'll share if there are any updates for this planned.
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