Settings and activity
3 results found
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76 votes
Claudia Marziano
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Claudia Marziano
commented
Hi,
Currently, when setting up bank rules, for all forms (spend money, receive money and transfer money) there isn't a way to keep the description that is on the original transaction line in the bank rule. You can make a common description for all future transactions that will be reconciled, but the option to take the existing description from the transaction isn't there.
This would be an extremely useful option/tool because for those companies who need to have the original transaction description in all reconciled items, the only way this can be done is by setting the reference as the description. As useful as this is, I think it would be a lot more efficient to be able to have the same option when setting the description.
Thank you :)
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43 votes
Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.
Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.
Claudia Marziano
supported this idea
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151 votes
An error occurred while saving the comment Claudia Marziano
commented
Hi,
When going into Xero HQ and, more specifically, when going into individual clients tab, as you are well aware there is the notes tab for that specific client. Whilst the notes tab is extremely helpful, I think something that is missing from it is the function and feature of updating all advisors on that specific clients account, about when a note has been added; whether it's by email, app, notification on the website etc.
As a Xero user, I can admit that I don't regularly check each individual client tab and their notes. This feature would be extremely helpful, especially for those firms who have 100+ clients, so that important things won't be missed, and in general, everyone who works on that client in the firm will be more advised on the clients' needs, wants, plans etc.
Thank you,
Kind Regards
Claudia Marziano
supported this idea
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The option to be able to set the description for a bank rule as the description on the imported bank statement. At the moment we can only set the reference as the description that is imported with the bank statement - to be able to set it as the description will mean that key information is still being recorded when cash coding :)