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  1. 676 votes

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    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.

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    Kyle Stutter commented  · 

    I'm stoked the devs have decided to work on this!

    I also agree with the others. Having to manually allocate credit notes before preparing a batch payment to a bunch of suppliers or reconciling a bulk payment from a customer is time-consuming and slows down what is otherwise a relatively quick and streamlined workflow.

    The manual step can also be prone to human error, especially when a customer or supplier has lots of credit notes to be allocated.

    For this reason, we dread working with clients whose business model means they have lots of credit notes to deal with.

  2. 126 votes

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    Kyle Stutter commented  · 

    I cannot stress enough how much we need new bank accounts or changes to existing bank accounts to require approval. ie.

    Step 1: Accounts payable staff member adds a new contact for a supplier and enters the bank account details.

    Step 2: Another user with the appropriate permissions, such as a manager, gets notified to approve the new/changed bank account

    The new/changed bank account should need to be approved before the contact can be added to any payment batch.

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    Kyle Stutter commented  · 

    Agree

    Kyle Stutter supported this idea  · 
  3. 7 votes

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    Kyle Stutter shared this idea  · 
  4. 13 votes

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    Kyle Stutter supported this idea  · 
  5. 204 votes

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    Kyle Stutter supported this idea  · 
  6. 45 votes

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    Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.

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    Kyle Stutter commented  · 

    Being able to set the report code at the time a new account is created would save a bunch of time at year end.

    Kyle Stutter supported this idea  · 
  7. 20 votes

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    Kyle Stutter supported this idea  · 
  8. 19 votes

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    Kyle Stutter supported this idea  · 
  9. 43 votes

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    Kyle Stutter supported this idea  · 
  10. 294 votes

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    Kyle Stutter commented  · 

    I agree 100%. I was flabbergasted to learn that not all of the reports available at a client level can be added to a report pack template at the practice level. At present, the only workaround is to create a report pack for each client at the client level. That takes up waaaaaaayyyyy too much time and is a nightmare for ensuring quality control.

    Kyle Stutter supported this idea  · 
  11. 36 votes

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    Kyle Stutter supported this idea  · 
  12. 199 votes

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    Kyle Stutter supported this idea  · 
  13. 667 votes

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    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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    Kyle Stutter commented  · 

    I’ve seen that too Neil. Sadly schedule in that article basically means a table or list (eg. Schedule of fixed assets and depreciation, schedule of shareholders, etc) rather than a timeline of when reports will be generated.

    It’s about time Xero added this feature!

    Kyle Stutter supported this idea  · 
  14. 146 votes

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    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…