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11 results found
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20 votes
Appreciate the idea and detail you've shared on the needs here, everyone.
As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog
The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.
Jessica Salmon
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189 votesJessica Salmon
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2 votesJessica Salmon
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577 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Jessica Salmon
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146 votesJessica Salmon
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14 votesJessica Salmon
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7 votes
Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers.
You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields.
There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here.
An error occurred while saving the comment Jessica Salmon
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155 votes
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507 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
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414 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
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251 votes
Thanks Kelly, I am aware of the ability to remove fields and we have rearranged and removed fields to try and simplify the statement format, however the key issue raised in my query is the splitting of the customer's payments on their statement according to Xero's allocation.
We have long term, monthly paying, customers who do not pay the exact value of their monthly invoice (which varies every month).
They often pay large round amounts to keep in credit or to catch up if they are behind on payment.
Our customer doesn't care if we allocate their R10000 payment to 3 specific invoices, nor does it make sense to many to have to get a calculator out just to check if R3589 + R1976 + a R4435 overpayment = to their R10000 payment that they can see on their bank statement.
It's tedious for the customer to reconcile every statement received every month just for them to check that all their payments are showing correctly on their account.
Hopefully this clarifies the purpose of this suggestion.
As far as I'm aware this relates to the information Xero populates the fields with in the docx (e.g. 3 statement lines as in the above example vs 1 line showing the R10000), thus editing the fields doesn't seem as though it would solve our problem.