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142 votes
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…
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Tanya Spence
commented
Thank you so much Heather Smith!! I must admit I hadn't seen Dana's comment until you referred to it in your post. I do hope that the powers that be at Xero do understand the importance of this function and how "in the dark ages" not having it makes Xero, which I know is not what they are going for. They cannot be "leading edge" without some way for us to manage this in the software. Surely exporting to excel and reconciling in excel is not a solution but should only be considered a "temporary" work around. Trust me, I have been talking the ears off any Xero person that would listen and I think I spoke to about 5 Xero people at Xerocon about this. We need to make our voices be heard but once again thank you Heather for using your contacts to also fight this one on our behalf.
An error occurred while saving the comment Tanya Spence
commented
Look at the date that this was lodged. 10years and still crickets regarding this feature
Tanya Spence
supported this idea
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21 votes
An error occurred while saving the comment Tanya Spence
commented
Yes please!!!! Seems crazy to have a fantastic feature like scheduling bills but only be able to access it from one location. This makes an extra 4 clicks and a process interruption in order to schedule bills, which could all be done at the same time as scheduling.
Tanya Spence
shared this idea
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25 votes
An error occurred while saving the comment Tanya Spence
commented
to send an invoice via e-invoicing is currently very clunky and manual. It needs to be better automated and one way to do this is to be able to set e-invoice as a default in the customer contact card, which should then send via this method when bulk sending.
Tanya Spence
shared this idea
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72 votes
An error occurred while saving the comment Tanya Spence
commented
We work with a lot of repeating invoices and have just registered for e-invoicing, however there is currently no way to setup a repeating invoice to be sent via e-invoicing.
Tanya Spence
shared this idea
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49 votesTanya Spence
shared this idea
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Hi Alex,
The functionality as you have explained it does not sound like what I am chasing here. I am wanting to be able to tick off, line by line, in many cases in order to reconcile back to $0 so reconciling to a specific balance won't work in these sorts of cases. eg. Merchant clearing account, reconciles to $0 but usually has an "unticked" balance at a specific date that won't come in till a day later.
Also, personally I believe that this is a critical element for any decent accounting software and am astounded that Xero has not seen this yet, so your solution SHOULD be short lived if Xero listen to their partners and users and see the relevance and importance of this functionality being in the core software.