Banking & chart of accounts

2 results found

1. Bank reconciliation AutoSuggest: Look for already existing contacts before suggesting the creation of new ones

   Recently, the bank feeds have started suggesting that I create a new contact "Choice" for automated superannuation payments - payee contains "SuperChoice" - for all my clients, who all already have a contact named "Superannuation" or similar. This is DUMB, and wastes my time every payrun (thank you payday super) because I can no longer just click OK.

   Get the autosuggest to look at what is normal in the datafile being worked on, and suggest contacts that already exist, before suggesting the creation of new ones.

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   1 comment  ·  Bank feeds  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for sharing this Freya. I can appreciate the manual work you’ve already put in to clean things up, especially as this has come to light after the fact. As this is a regular payment, setting up a bank rule to use your existing “Superannuation” contact could help prevent this happening again. Hopefully, the bank reconciliation suggestions will get better at recognising how these payments are handled over time.

2. Spend Money on App > ATTACH FILES button moves

   I use the app to enter RECEIPT (SPEND MONEY) transactions.

   Note: it would be great if the language was the same across platforms. It's SPEND MONEY on the browser and RECEIPT on the app which is annoyingly confusing!

   Every time I enter information, the ATTACH FILES button moves up the screen of my Android Samsung Galaxy S22+ phone about 1cm. It only started doing this a month or so ago. It's frustrating as when the ATTACH FILES button is above a place where I want to enter data, it's very challenging to click in the right location.

   I've taken a screenshot after entering each piece of data in the RECEIPT section so you can see how this button moves.

   I use the app to enter RECEIPT (SPEND MONEY) transactions.

   Note: it would be great if the language was the same across platforms. It's SPEND MONEY on the browser and RECEIPT on the app which is annoyingly confusing!

   Every time I enter information, the ATTACH FILES button moves up the screen of my Android Samsung Galaxy S22+ phone about 1cm. It only started doing this a month or so ago. It's frustrating as when the ATTACH FILES button is above a place where I want to enter data, it's very challenging to click in the right location.

   I've taken a… more

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   0 comments  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavid Reynolds (Admin, Xero) responded

   Sorry to hear the troubles you're running into with the Xero app. If you're experiencing performance issues, or something isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!