Settings and activity
11 results found
-
23 votes
An error occurred while saving the comment 
Rebecca Dann
supported this idea
·
-
74 votes
Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
✍️If you'd like to be a part of this please fill in this short questionnaire.
Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
We'll round back to share any progress with you all on the idea here.An error occurred while saving the comment Rebecca Dann
commented
Coming from MYOB it totally surprises me too that Xero doesn't have the abilty to reconcile against an official statement issued by the bank (as opposed to just reconciling daily with the bank feeds), for all the reasons already listed in the comments. And to be able to mark it as reconciled, so that you have a record that it has been reconciled instead of having to keep another process going to check when the last reconciliation was done. So I end up printing the reconciliation and put it into Xero files along with the pdf of the bank statement. But it would be awesome to mark it as reconciled within Xero and attach the statement in the same process.
An error occurred while saving the comment Rebecca Dann
commented
Yes please. I cannot understand why Xero doesn't have a reconciliation process (in the same way you can reconcile an account in MYOB. )
The issues with the way it's done in Xero via bank feeds:
1) When there is a bank feed set up for a credit card. As Rivka said, sometimes the paper pdf statement shows some transactions from the closing date and some of them on the next statement and so it doesn't match with Xero in the Reconciliation Report. In this case we have to manually work out the differences.
2) When a credit card doesn't allow automatic bank feeds. In this we have to import the statements manually. However this causes problems with the pending transactions, and so transactions are often missed. Which once again means having to manually reconcile the statement. (And so therefore, the comment by Kelly Munro is not a solution).
So this means regularly having to manually reconcile the two credit card statements. Which seems to be very backward in a system as sophisticated as Xero.
Rebecca Dann
supported this idea
·
-
164 votesRebecca Dann
supported this idea
·
An error occurred while saving the comment Rebecca Dann
commented
Yes it would be good to have two ref numbers for the Bills, just like we have for Invoices. The first ref number as the offical bill number listed on the supplier's bill, and then another field for our own reference. Just like with Invoices, there is the official Invoice Number, and then there is the Reference Number which can be used our reference.
-
15 votesRebecca Dann
supported this idea
·
-
247 votesRebecca Dann
supported this idea
·
-
73 votesRebecca Dann
supported this idea
·
-
275 votesRebecca Dann
supported this idea
·
-
86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Rebecca Dann
supported this idea
·
-
370 votesRebecca Dann
supported this idea
·
-
598 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Rebecca Dann
supported this idea
·
-
35 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
An error occurred while saving the comment Rebecca Dann
commented
Yes please enable payroll reports to be included in the Management Report and Custom Report Pack!
Rebecca Dann
supported this idea
·
And to make things worse, when you realise later on down the track that a bill had rounding entered onto it, but then you can't edit it becuase there's a payment already applied.