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91 results found
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575 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…
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Paul Howlett
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45 votesPaul Howlett
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…An error occurred while saving the comment Paul Howlett
commented
"...the optimal # of statement lines you’d like to be able to view on the reconcile screen at any one time..."
The optimal # of statement lines is going to be different for every single person. Add my voice to the 'give us options!!!' brigade.
Fine; default to 10, but let us powerusers (often accountants and bookkeepers; you know, people recommending your system to clients) select more, or all. We'll happily wait 5-10 seconds if it lets us see everything at once, and we can Ctrl+F to our hearts' content.
Paul Howlett
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224 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Paul Howlett
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194 votes
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,…
Paul Howlett
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350 votesPaul Howlett
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136 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Paul Howlett
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87 votesPaul Howlett
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292 votesPaul Howlett
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130 votes
Appreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
Paul Howlett
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6 votesPaul Howlett
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59 votes
An error occurred while saving the comment Paul Howlett
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This!!! Why is it limited to individuals!!?!
Paul Howlett
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23 votes
An error occurred while saving the comment Paul Howlett
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This functionality exists in the Manual Journals in Xero Blue, so we know that they're totally capable of implementing the feature.
Paul Howlett
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56 votesPaul Howlett
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38 votes
Hi team, appreciate the detail of the idea and how this would make an impact for you. Currently, we don't have plans for adding the Partnership and Trust distributions sheet into the CTR.
We're going to leave the idea open here and track interest but wanted to share an update for you all atm.
Paul Howlett
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87 votesPaul Howlett
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213 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Paul Howlett
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42 votes
Hi everyone, as Charlotte has mentioned below, this is not a feature we are currently planning to introduce due to other commitments. However, we will continue to monitor this ticket.
In the meantime, as a workaround, the adjustment can be manually entered in both the self employment and partnership schedule.
An error occurred while saving the comment Paul Howlett
commented
This is already available!
If you're using the old-style layout it's hidden right at the bottom of the 'Income' section (Income averaging).
If you're using the new-style layout it actually has it's own section and is no longer hidden.
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10 votesPaul Howlett
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6 votesPaul Howlett
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Logging in to +1 Gavin Ander.