Settings and activity
10 results found
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241 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Preleshni Govender
supported this idea
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82 votes
Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.
We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.
If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬
Thanks for your engagement and I'll keep you updated of outcomes in this idea.
Preleshni Govender
supported this idea
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15 votesPreleshni Govender
shared this idea
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735 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Preleshni Govender
supported this idea
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636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Preleshni Govender
supported this idea
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14 votes
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24 votes
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33 votes
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202 votes
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270 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Preleshni Govender
supported this idea
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