5 results found
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Revert the Manual Journal Screen to the Old Look (Please!)
The new manual journal screen after the update... this is terrible. Please revert back the ability to see the post date. Currently, you can only see the journal title. Additionally, the journal does not need to fill the whole page. Stop trying to be like QBO, you are better. The old look was precise and easy to navigate. This new look is clunky and difficult to navigate.
4 votesThanks Nick for sharing your feedback on the uplifted Manual Journals experience.
We understand that changes to a familiar workflow can be frustrating, especially when you're using Manual Journals regularly and have established ways of working.
As this idea is requesting a return to the previous version of the feature, it doesn't fit our Product Ideas guidelines. We've updated the status to Feedback.
If there are specific aspects of the new experience that could be improved, such as the layout, navigation, keyboard shortcuts, or data entry flow, we'd encourage you to start a new idea focused on those changes. That gives the community an opportunity to vote on specific improvements and helps our product team better understand where we can continue refining the experience
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Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't
Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?
1 voteHey Joshua, thanks for reaching out and sharing this feedback.
If your client doesn’t receive money into a bank account, they can create a separate cash account in Xero—for example, “Cash Account”—without connecting a bank feed. They can then use this account to record Receive Money and Spend Money transactions through the Accounting app.
For further guidance on setting this up, we recommend raising a case with Xero Support. The Support team will be best placed to help with the specific setup and answer any questions.
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unreconcile auto-reconciled transactions
Develop a way to bulk unreconcile auto-reonciled transactions. I've taken over a Xero file and found hundreds of errors with the auto-reconciled transactions. The client can't afford to pay me to fix it all. There should be a way to bulk undo a system that cannot be guaranteed to be accurate.
1 voteIm sorry to hear your client is having issues with the Auto Reconcile feature Tasha. This is something that is better handled by our amazing Support team who will be able to help your client with removing the incorrect transactions in bulk. You can either raise a case with our Xero Support team yourself or let your client now how to do this so they can get the help they need to sort this out.
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Bank Feed - South Africa
Good day,
The bank feed is currently taking days to load new transaction into the system to be reconciled. This cause issues like outstanding payment emails being sent automatically to clients even though the money is in the account already, it is just not yet pulled through to the system yet. Admin gets piled up.
It would be ideal if the transactions would show on the system the same time it shows in the bank as well. And not wait days to be pulled through.
Let me know if you need any further clarification from my side.
1 voteSorry to hear the troubles you're running into here, Biance. It sounds like you're experiencing bank feed issues, and 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 the issue.
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Adding Al Baraka Bank to list of banks
I represent Albaraka Bank South Africa, and we’re interested in becoming a supported direct bank feed within Xero so that our mutual clients can pull statements directly into the platform.
Could someone from your banking integrations or partnerships team please reach out to me to discuss the process and requirements?
1 voteHi Waseem, thanks again for reaching out. Engaging with out banking team I understand they have also received an inquiry directly and have now made contact to meet and discuss.
We appreciate your interest.
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