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68 results found

  1. Bank Reconciliation - Match multiple payments to one invoice

    87 votes

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    submitted  ·  54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Natascha Natke supported this idea  · 

  2. Reconciliation - Adding undo option

    29 votes

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    submitted  ·  18 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Natascha Natke supported this idea  · 

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

    158 votes

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    submitted  ·  32 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Natascha Natke supported this idea  · 

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

    787 votes

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    222 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  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  · 

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

    240 votes

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    Natascha Natke supported this idea  · 

  6. Bank Reconciliation: Cash Coding - Bank Transfers

    160 votes

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    submitted  ·  43 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Natascha Natke supported this idea  · 

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

    11 votes

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    submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Natascha Natke shared this idea  · 

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

    109 votes

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    submitted  ·  29 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Natascha Natke supported this idea  · 
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