Settings and activity
7 results found
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141 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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14 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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1,031 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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267 votes
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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193 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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519 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
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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569 votesWendell Beuke
supported this idea
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Especially required when dealing with incomplete accounting in arrears situations