Settings and activity

11 results found

1. Bank Account | Imported statement balance - Ability to edit

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

2. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

3. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

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   submitted  ·  15 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

4. Chart of accounts - Add support for subaccounts

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   submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

5. Reconciliation - show the full statement line

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

6. Batch Deposit - Include over/pre payment when creating batch

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   submitted  ·  10 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

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

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   39 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

   Lita Reichel supported this idea  ·  23 February, 2023

8. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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   submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lita Reichel supported this idea  ·  23 February, 2023

9. Batch Payments - Ability to 'split' when reconciling

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   12 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
   Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

   Lita Reichel supported this idea  ·  23 February, 2023

10. Dashboard - Track Quotes

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    64 votes

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

    Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

    At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

    If there is any change planned in this space we'll be sure to update you on this. 

    Lita Reichel supported this idea  ·  23 February, 2023

11. Dashboard - Show Purchase Orders

    58 votes

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

    
    

    Lita Reichel supported this idea  ·  02 November, 2022
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    Lita Reichel commented  ·  18 May, 2022  ·  Edit…  ·  delete…

    Show purchases orders on the dashboard. Would be really useful to see what is approved but not billed at a glance.

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