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Banking & chart of accounts

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3 results found

  1. Reconciliation | Find & Match - Set a range for search

    While performing a task of Bulk Income Reconciliation , I have to add Invoice one by one likewise 70123 , 70124, 70125 and so on. This is very time consuming task.
    Could we have range over there so that we can directly select all and reconcile the same.

    6 votes

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    2 comments  ·  Reconciliation  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi there 👋, for the example you've provided here you could enter "701" into the search field which would search all unreconciled invoices that include this detail in the Invoice Number field. 

    While not a definitive range this'd enable you to focus on a group of invoices in a sequence - Would this suit for what you're after here?

  2. Bank reconciliation - View date last manually reconciled

    Is there an option to show "Manual Bank Reconciliation Date" rather than Reconciled Date? The reconciled date is system generated and it does not mean much if the balances are out to start with. This would allow the user to know when bank rec was actually performed by a human.

    4 votes

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    1 comment  ·  Reconciliation  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?

    As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂

  3. Chart of accounts - Enable payments in bulk

    Enable payments to a GL account.
    It would be awesome if there was a quicker way to enable/disable payments to an account. Or have an additional column on the COA so it's easy to see which have payments enabled. Alternatively, be able to run a report on this.

    1 vote

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    0 comments  ·  Chart of Accounts  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lauren, you could export the Chart of accounts to be able to view which accounts have 'Yes' in the 'Enable Payments column. It's also possible to import this option in bulk, however I'd highly recommend doing a test in the demo company to ensure this'll work as you intend when importing back into the organisation. 

    Would this achieve what you're in need of here? 

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