Settings and activity

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1. Reconciliation: Find and Match - add filters for date ranges

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Annette White supported this idea  ·  27 July, 2022

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

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   44 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

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   Annette White commented  ·  27 July, 2022  ·  Edit…  ·  delete…

   I think this would be a great improvement but maybe it should be an 'advisor only' feature to avoid a big mess.

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   Annette White supported this idea  ·  27 July, 2022

3. Email to Credit Note

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

   Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 

   
   

   Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

   Annette White supported this idea  ·  27 July, 2022

4. Subscription - Have an itemised subscription invoice by Xero Organisation

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   2 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file. 

   Annette White supported this idea  ·  27 July, 2022