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Banking & chart of accounts

Customer ideas for bank accounts, bank feeds and chart of accounts

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Banking & chart of accounts

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144 results found

  1. Bank Reconciliation: Cash Coding - Bank Transfers

    Ability to use the cash coding screen to post to a bank account.

    Purpose: It’s time consuming having to tick off each item in the reconciliation screen when there are a lot of transfer transactions

    171 votes

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    submitted  ·  46 comments  ·  Reconciliation  ·  Admin →
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  2. Reconciliation - Adding undo option

    Adding an undo option when users are doing reconciliation in Xero.

    Purpose: Undo button will make users reinstate the transactions easily if they remove it by mistake.

    40 votes

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    submitted  ·  24 comments  ·  Reconciliation  ·  Admin →
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  3. Reconciliation - Inter-entity loan reconciliation

    Ability to identify transactions that are transferred between related entity loan accounts that have separate Xero accounts.

    Purpose: a huge time saver for partners who are dealing with multiple Xero orgs.

    33 votes

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    submitted  ·  6 comments  ·  Reconciliation  ·  Admin →
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  4. Bank Reconciliation - Match multiple payments to one invoice

    Ability to match multiple transactions to one invoice, then reconcile it.

    Purpose: It’ll save users’ time when they’re doing reconciliation and matching the transactions.

    104 votes

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    submitted  ·  63 comments  ·  Reconciliation  ·  Admin →
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