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  1. 46 votes

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    Zak Labanca commented  · 

    We waste so much time with this every year.

    Would be good to have an update from Xero nearly 18 months on!

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    Zak Labanca commented  · 

    This is an excellent idea.

    As it stands the CIS add on for Xero is poor to say the least. This would go some way to helping accountants reconcile the CIS account as the current CIS system is terrible.

    Product clearly produced by someone with A - no actual real life experience of CIS and B - a very poor understanding of CIS.

    Zak Labanca supported this idea  · 
  2. 234 votes

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    Zak Labanca commented  · 

    @melissa

    Quickbooks?

    Although I generally hate the software (probably because I don't use it enough rather than it not being that good) it does have a proper approval process. Assign an approver and when an invoice is ready they get a notification automatically.

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    Zak Labanca commented  · 

    Simple change which would make the whole approval process much more streamlined and usable.

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  3. 31 votes

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    Zak Labanca commented  · 

    Agree with above comments. This really is basic accounting 101, madness this wasn't implemented from day one.

    Who do you guys get to test your idea's. They are terrible at their job whoever they are.

    Zak Labanca supported this idea  · 
  4. 12 votes

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    Hey community! As a few of you have rightly pointed out, the previously posted workaround isn’t suitable if your end date is prior to your start date. In this case, you will have to update both start and end fields. 

    Thank you to everyone that flagged that, and apologies for the confusion.

    Because the the Bank Reconciliation summary lives in the Bank Reconciliation reporting pack, the date picker available is the same as the other bank reports (Bank Statement and Statement Exceptions).

    Understand that some users would prefer an ‘as-at’ date instead, similar to the older report. In the meantime, you can select the same date in both fields to achieve this.

    As that doesn't quite solve this for some users, we're leaving this idea open to continue to collect and share your feedback with our product team. 

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    Zak Labanca commented  · 

    Hi Ethan. Glad to see someone at Xero has tried their own product.

    If the issue is the (frankly useless) report pack then give us the option to simply run the previous bank rec. The report pack is just a waste of time (who actually uses these - they should be useful, but like everything Xero development related it is a half baked idea that doesn't really work).

    The people who flog your product to clients (ie us accountants) use these reports all the time. These bizarre design choices just make life difficult for us.

    Just to clarify though - it's not that it doesn't solve the issue for some users, it simply doesn't do what it is meant to in an efficient manor. We are wasting time adjusting these reports constantly. If anyone at Xero has prepared accounts they will know that you will be running these reports all the time, so this isn't a "once a month" waste of time. Especially if you have a client that hasn't kept their bank up to date, or the bank feed has duplicated/missed transactions (which happens ALL the time with some bank feeds).

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    Zak Labanca commented  · 

    Kelly, thanks for taking the time to respond, but have you actually tried your advice? Because I have and it doesn't work like that.

    For example, I open the report and the date defaults to today. I change end date to the date I want (that isn't a Xero preset, like last YE) and press update. As the date I picked is before the start date your bank rec defaults to Xero then changes my end date to the start date and then a different end date - which obviously isn't what I want.

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    Zak Labanca commented  · 

    Who tests these changes?

    Annoying, and unnecessary change yet again.

    Even the ability to set the default report to the old one rather than the (IMHO) unnecessary "report pack".

    Zak Labanca supported this idea  · 
  5. 964 votes

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    Hi everyone

    We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.

    I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please

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    Zak Labanca commented  · 

    Even if this is beyond the capabilities of the Xero programmers a simple search or even better a "go to date" button would go a long way to help mitigate the poor design choices made in development, although this should have been highlighted by any competent focus group. Don't know who you guys pick to test out these things but they are pretty useless! Try reconciling a bank with a thousand unreconciled lines with only half of the receipts to hand, with dribs and drabs coming in all the time. Not everyone will be on top of reconciling their bank every day, those that do aren't the issue.

    #of statement lines = as many as possible
    Reasons - if you need to ask you shouldn't be in charge of sorting this out. Get someone on-board who knows what they are doing. A practitioner with years of experience under their belt dealing with all sorts clients (loads of really good points made already in the numerous posts below).

    Zak Labanca supported this idea  · 
  6. 94 votes

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    Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this. 

    If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill. 

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    Zak Labanca commented  · 

    Agree that this is an absolute no brainer. I occasionally need to faff around doing this for clients (and it is a faff) and it makes zero sense.

    Stop wasting time redesigning reports and making "solutions" for MTD for IT etc and doing something useful like sorting functionality in your core product like this.

    Zak Labanca supported this idea  · 
  7. 165 votes

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    Zak Labanca supported this idea  · 
  8. 347 votes

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    Zak Labanca supported this idea  · 
  9. 572 votes

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    Hi everyone

    To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.

    I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.

    The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…

    Zak Labanca supported this idea  · 
  10. 9 votes

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    Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules. 

    This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.

    Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.

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    Zak Labanca commented  · 

    Disaster is no longer waiting to happen. Major design flow. Please fix ASAP.

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  11. 23 votes

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    Zak Labanca shared this idea  ·