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Banking & chart of accounts

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Banking & chart of accounts

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3 results found

  1. Send remittance from bank views

    Allow bulk sending of remittances from bank's Account Transactions tab
    OR
    Add a 'Reconcile and Send Remittance' button in the bank reconciliation

    Case scenario: I have multiple payments to reconcile which all include multiple invoices, so the easiest way is to use the Match option in the reconciliation tab.

    This then means going into each individual payment in the account transactions and opening it to send the remittance.

    Ideally, I'd like to either be able to either select multiple payments from the bank transactions with the checkboxes and have a 'Send all remittances' button
    OR
    After matching all the bills…

    4 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. number of transactions per month

    Would be great to see report for all clients on number of transactions per month over a 12 month period - can monitor levels of bookkeeping required and update pricing more easily - see which clients have a high amount of transactions, monitor activity levels

    3 votes

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    0 comments  ·  Bank feeds  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. first national bank

    Please fix the bank feeds with First National Bank South Africa

    1 vote

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    0 comments  ·  Bank feeds  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

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