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42 results found

  1. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    Ability to reconcile clearing,control and non-bank accounts in Xero.

    Purpose: To save time rather than having to copy and paste into excel to reconcile the balance.

    165 votes

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    77 comments  ·  Chart of Accounts  ·  Admin →
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    submitted  ·  Dana A responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 

    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

  2. displaying the nominal accounts in nominal account code rather than alphabetically

    when adding budgets can we have the option of displaying the nominal accounts in nominal account code order rather than alphabetically

    1 vote

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    0 comments  ·  Chart of Accounts  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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