Settings and activity
7 results found
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142 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
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Wendell Beuke
commented
I would use this all the time all of the year!
An error occurred while saving the comment Wendell Beuke
commented
Oh yes, definitely support,
Wendell Beuke
supported this idea
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An error occurred while saving the comment Wendell Beuke
commented
I agree. Please add to Find and Recode - Sort on find and recode by description; searching the cash book is not the same
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15 votes
Hi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
An error occurred while saving the comment Wendell Beuke
commented
This would be extremely helpful even in companies not in the same group but with owners who are connected and would authorize this use of Xero
An error occurred while saving the comment Wendell Beuke
commented
I would love to be able to link the bank accounts of entities in the same group of companies / entities. If a payment is made from one entitiy to another in the same group , it avoids the manual entry of a receipt in the other. It seems such a simple feature but will make life much easier for entities in the same group...
Wendell Beuke
supported this idea
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1,040 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Wendell Beuke
commented
Agree this is a necessary business tool and a time-saver.
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268 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.
An error occurred while saving the comment Wendell Beuke
commented
Can you not add the statement as a standard file into Xero?
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194 votes
An error occurred while saving the comment Wendell Beuke
commented
Have you tried opening the PDF with Word and then copying to Excel?
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521 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
An error occurred while saving the comment Wendell Beuke
commented
Absolutely agreee this would save lots of time! Not only when taking on a new client but also to cross polinate between clients.
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573 votesWendell Beuke
supported this idea
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Especially required when dealing with incomplete accounting in arrears situations