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4 results found

  1. Xero HQ - Add Client reference number column

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Jonathan Hughes-Deane commented  · 

    Agreed. The Single Client Record (which was forced upon us) is a bit of a nonsense without a client reference number.

    Jonathan Hughes-Deane supported this idea  · 

  2. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    254 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jonathan Hughes-Deane supported this idea  · 

  3. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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    44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Jonathan Hughes-Deane supported this idea  · 

  4. Customer statements - Export to Excel

    189 votes

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    submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jonathan Hughes-Deane supported this idea  ·