Settings and activity
6 results found
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13 votes
Interesting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
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Pamela Lambie
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6 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
An error occurred while saving the comment Pamela Lambie
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It would be really useful on batch payment page to have the ability to click on a link to view the invoice if needs be (without cancelling the batch payment). There will be occasions where bank details have not been entered prior to payment set up & need to be entered on this page. Unless you already have a separate tab open you have to come back out of the payment, look up invoice to get bank details & then recreate the batch.
Pamela Lambie
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2 votesPamela Lambie
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3 votesPamela Lambie
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Pamela Lambie
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33 votesPamela Lambie
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239 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
An error occurred while saving the comment Pamela Lambie
commented
Find & match for bank receipts - there is a tick box for 'select all on this page' ie. 50 - can another box be added for 'select all' (ideally providing the number of invoices in brackets eg 632) - this would allow users to search for a particular customer / reference (of which there may be hundreds / thousands of transactions) & reconcile with one tick
Pamela Lambie
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An error occurred while saving the comment Pamela Lambie
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Find & match for receipts - there is a tick box for 'select all on this page' ie. 50 - can another box be added to 'select all' (noting the number in brackets eg 632) - this would allow users to search for a particular customer / reference (of which there may be hundreds / thousands of transactions with one tick )
Could headings be changed so either:
Logical - contacts would be next to sales & purchases, reporting would be after accounting as you generally do adjustments before running reports
Alphabetical - Accounting, contacts, payroll
Edit to suit - ability to drag & drop headings into an order that suits the user as everyone has their own preferences
Bank is probably the most used section in xero yet doesn't have it's own heading...