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7 votes
Rebecca Dann
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69 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
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225 votesRebecca Dann
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60 votesRebecca Dann
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165 votesRebecca Dann
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82 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
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350 votesRebecca Dann
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556 votes
Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.
Rebecca Dann
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27 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
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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.