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7 results found

  1. Xero HQ | User Roles - Copy client access from one staff to another

    20 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    221 votes

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    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Olivia Jennifer Abreo supported this idea  · 
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    Olivia Jennifer Abreo commented  · 

    Need ability to search by description. Rest all are available.

  3. Hubdoc - Convert bank statement to csv file

    288 votes

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    50 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

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    Olivia Jennifer Abreo commented  · 

    Need more banks-Bank of America, Timberland Bank, US Bank

    Olivia Jennifer Abreo supported this idea  · 

  4. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Olivia Jennifer Abreo supported this idea  · 

  5. Practice Manager - Highlight/banner for notes

    152 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

  6. Audit Trail Report

    384 votes

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    submitted  ·  22 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  · 

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

    253 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Olivia Jennifer Abreo supported this idea  ·