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Banking & chart of accounts: Reconciliation

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Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date

The Discuss Tab should have a history trail showing the user and date that a comment was submitted.

Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.

Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.

43 votes

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Damian Camilleri shared this idea  ·   ·  Report…  ·  Admin →
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  • Jenny McFerrier commented  ·   ·  Report

    Discuss tab in reconcile to show discuss history before reconciliation. The last comment is all you can see - it would be great to see the entire discuss history, who said what when

  • Laura Broadley commented  ·   ·  Report

    Great idea. We would definitely use this all the time if it was a feature. Both in the reconciliation tab and within the notes on purchase invoices too.

  • Andrew Perkins commented  ·   ·  Report

    Under the options in bank statement line, add selection to request client provide further information regarding transaction (they can respond request with information or picture of receipt or list of other actions they will take). I know there is Discuss tab on reconciliation side but I have to tell client to go in and check. I want to send them push message to do something or provide information for specific transaction.

  • Nathaniel Gordon commented  ·   ·  Report

    This would be great to have, be able to use the @ symbol to search the users with access to that company and those who have the right level of access to view the note where the tag is to be placed. This would be great if once tagged, it notified the other user that there is something for their attention

  • Sabrina Pernas commented  ·   ·  Report

    It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
    Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful

  • Rochelle Spencer commented  ·   ·  Report

    I absolutely agree Damian.

    I hadn't given this much thought until now, when I had a client accuse me of not following the instructions they had entered on the Discuss tab.

    I hope this will be implemented soon, although my Xero Partner Manager told me that ideas are generally only looked at when they have a high number of votes.

  • Alex Elsey commented  ·   ·  Report

    Add user name in discuss tab on reconciliation transaction.

    Currently when discussing a transaction with another user then may have to add initials before comment to identify who said what, would be great if this was added automatically so you can easily see the thread of discussion