7 results found
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Find & Match - Show subtotal of selected transactions
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
1 voteHi Celeste, the subtotal of your selected transactions will be shown in section 3 as per the screenshot you've shared 🙂
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Bank account reporting name
Can a reporting name option be added for the bank account codes in the chart of accounts like other accounts.
Some clients have multiple accounts with the same bank or organisation and nick names are used for them when they are created in Xero - like tax account etc but for the financial reports it is preferred to have the suffix of the account in the name
For example a client has a tax account and a fuel account and a mortgage payment account as well as a operating account - on their dashboard they want those names as that…
2 votesHi! Did you know it's already possible to have this in the financial reports in Xero!
You can add an account code (ASB 00, ASB 01, ASB 02 etc) to the bank account in the chart of accounts, then when you run the financial reports you click the 'More' button and under the 'Show' section select the add account codes so you can identify the proper bank accounts.
😊
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REFUND
I WANT TO RECONCILE REFUND FROM BILL WHICH I ALREADY PAID BUT THERE NO OPTION TO RECONCILATION REFUNDED AMOUNT OF THAT BILL THAT WE PAID IF THERE IS LET ME KNOW BUT MAKE THINGS SIMPLE
1 voteHi Hassan, you can already do this in Xero! You can only process a customer or supplier refund after you’ve created the credit note, overpayment or prepayment transaction that it relates to. We have a bit if help around this in Xero Central but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bank Rec - Turn off Memorisation
Option (in Settings) not to allow creation of new transaction to reconcile incoming payment and only allow reconciliation against either existing invoices or from the Match/Create form. We have had a couple of occasions where clicking OK in error on a transaction creates a new transaction that fully reconciles a payment leaving invoices unreconciled and sending overdue emails.
1 voteHey Phil I am happy to share that this is already possible ion Xero!
Just follow these steps:
- Go to Accounting and select Bank accounts.
- For the bank account you want, click Reconcile [number] items.
- On the bank reconciliation screen, look at the bottom of the screen.
- Clear the Suggest previous entries checkbox.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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1 vote
Hi Neil, thanks for sharing your feedback. Just to clarify, feeds for both PayPal and Wise are already available in Xero. You can connect these accounts through the Bank accounts section and follow the setup prompts to enable automatic transaction imports.
As this functionality is already available, we’ve updated this idea to Existing Functionality and closed it for further voting.
If you’re having trouble connecting a specific account or feed, please reach out to our Xero Support team and they can help troubleshoot the setup.
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Tracking Category - Create tracking categories directly in invoices/bills/reconciliation
The ability to create new tracking categories at the time of reconciling payments or creating invoices or bills would be super helpful. I work for a charity and we have grants to track, and it is annoying having to go into tracking categories to create new ones every time we get a different grant. We have two types of tracking categories - one I've named "revenue sources" and the other named "Budget". To be able to add a new grant to 'revenue sources' at the time of inputting the invoice would be super helpful.
1 voteHi Eddie, thanks for sharing this feedback. We understand that being able to update tracking options without interrupting your workflow is important.
The suggestion is to allow new tracking options to be created without leaving the current invoice or reconciliation screen.
You can already add new tracking options directly from the tracking category dropdown while creating or editing transactions. Because this functionality is already available, we’ve marked this as Existing Functionality.
If you’re having trouble finding the option, feel free to reach out to our support team for more guidance.
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We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
1 voteHi Andrew, we understand that when receiving a supplier refund, being able to match it directly during bank reconciliation could simplify the process.
You can already match a bank transaction to an existing credit note by using Find & Match and selecting Show Spent/Received Items. This will allow you to clear the bank line without needing to create additional transactions. You can refer to this article for more information.
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