Settings and activity
265 results found
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113 votes
Andrew Syme
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7 votesAndrew Syme
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62 votesAndrew Syme
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14 votes
Thanks for your interest in seeing expansion in our eInvoice support, everyone. Our team are now looking into furthering our support of sending eInvoice's in the UK.
I'll round back to share as this work progresses.
Andrew Syme
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14 votesAndrew Syme
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14 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
Andrew Syme
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3 votesAndrew Syme
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4 votesAndrew Syme
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46 votesAndrew Syme
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
This…
An error occurred while saving the comment An error occurred while saving the comment Andrew Syme
commented
Having more lines on the Bank Reconciliation main page would be great, But as each extra line requires further backend processing to find potential matches, this will slow the screen down exponetially. A better solution would be to add sort and filter to the reconciliation screen.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993227-bank-reconciliation-sort-and-filterAndrew Syme
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20 votesAndrew Syme
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105 votesAndrew Syme
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53 votes
Hi Paul-John, appreciate your feedback here. Our team are constantly reviewing new as well as sharing and rallying for many of the trending ideas across the site here.
Hopefully you feel more of the interaction overtime.
We take ideas seriously and this does mean sometime may need to be put into evaluating an idea internally before it's position is updated in the community here. There are many factors that weigh into the product decision and development process that extend beyond the site alone and some ideas require careful consideration from multiple areas and people throughout the business. Where possible we will do our best to openly set expectation and you can use the Status of an idea to better understand it's position.
Andrew Syme
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51 votesAndrew Syme
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59 votesAndrew Syme
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83 votesAndrew Syme
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
Andrew Syme
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202 votesAndrew Syme
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138 votesAndrew Syme
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302 votesAndrew Syme
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@Helen Jarvis - Reconciliation: Find and Match - add filters for date ranges
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44993257-reconciliation-find-and-match-add-filters-for-d