Settings and activity

47 results found

1. Navigation - Buttons at top to navigate between pages of a list

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   submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Natascha Natke supported this idea  ·  08 April, 2022

2. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   154 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

   We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

   Natascha Natke supported this idea  ·  08 April, 2022

3. Reconciliation - Bulk 'OK' for reconciling bank transactions

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   39 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.

   For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central 

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,… more

   Natascha Natke supported this idea  ·  08 April, 2022

4. Bank Reconciliation - Show more statement lines per page

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   115 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’re excited to share an update that's in the beginnings of rolled 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 will go live to everyone over the coming weeks so if you don't quite have it yet, the change will be with you soon. Thank you all, and I'll be back to confirm once this is live to everyone! 

   Hi community, we’re excited to share an update that's in the beginnings of rolled 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.… more

   Natascha Natke supported this idea  ·  08 April, 2022

5. Bank Reconciliation: Cash Coding - Bank Transfers

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   submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Natascha Natke supported this idea  ·  08 April, 2022

6. Reporting - 'Select all' option on the Account Transactions Report when Search is used

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Natascha Natke shared this idea  ·  08 April, 2022

7. Reporting: Account Transactions Report - Show Files icon & number attached

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Natascha Natke supported this idea  ·  08 April, 2022