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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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4 results found

  1. Currently, when we select the next page (up or down) at the bottom of the screen, the next page starts at the bottom so we need to scroll back to the top to continue reconciling

    4 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. I think it would be functional to be able to pin the blue Xero ribbon (or taskbar) on top of your screen. At the moment I have to scroll to the top to view it and navigate to bills, invoices, etc. and it would be nice to have the option to pin it.

    2 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. We make one Batch payment to suppliers each day. So we simply reconcile on the 'Find and Match' screen against the bills or overpayments. If however, we accidentally paid reconciled a payment to the wrong supplier, we have to 'Remove & Redo' the full payment - and then re-reconcile correctly.

    Xero should have the ability to simply EDIT the reconciliation to change allow us to change the contact or whatever other permutations might be.

    Or atleast include this in the Find and Recode facility somehow

    1 vote

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  4. Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.

    1 vote

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    Hi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.

    An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?

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