Settings and activity

9 results found

1. Reconciliation - Bulk 'OK' for reconciling bank transactions

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   236 votes

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

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm, but we keep this top of mind as we continue to make Xero reconciliation even more powerful.

   For now, cash coding in Xero can help save time with bulk reconciliations where you'll find Xero's suggested create transactions, and any bank rules you've set up are also presented - Find out more on how this works on Xero Central 

   Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

   It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

   Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

   With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,… more

   Preleshni Govender supported this idea  ·  19 November, 2022

2. Cash Coding - Ability to attach file

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Preleshni Govender shared this idea  ·  19 November, 2022

3. Invoices/Bills - Feature to 'write off' as bad debt

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

   Preleshni Govender supported this idea  ·  01 November, 2022

4. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

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   42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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  ·  01 November, 2022

5. Hubdoc: Supplier Configure Rules setting - Ability to search by account name & code

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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6. Hubdoc mobile app - Ability to scan invoices without internet connection

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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7. XPM - Increase the character limit for Bank Account details

   32 votes

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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8. Customer statements - Export to Excel

   193 votes

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   submitted  ·  48 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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9. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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   submitted  ·  39 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Preleshni Govender supported this idea  ·  01 November, 2022