Settings and activity
8 results found
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81 votes
Tricia Drew
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13 votesTricia Drew
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4 votesTricia Drew
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497 votes
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.
An error occurred while saving the comment An error occurred while saving the comment Tricia Drew
commented
I can't believe this still hasn't happened, I've been asking for 10 years now.
Tricia Drew
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70 votes
An error occurred while saving the comment Tricia Drew
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No brainer, it's great on the VAT report but this report is generally run first.
Tricia Drew
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224 votes
An error occurred while saving the comment Tricia Drew
commented
Attach pdf bank statement to published bank reco report
It would be great to be able to attached the copy of the bank statement to the published report. Currently some clients put them in files but this is accessible by most users which is not good.
Tricia Drew
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137 votesTricia Drew
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Tricia Drew
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I've been using Xero for 10 years now and have been ******* on about this since then. Really frustrating when they are messing around with stuff that worked really well but now isn't like the new reports.