Settings and activity
9 results found
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240 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!
Phil Shipley
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
514 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Phil Shipley
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34 votesPhil Shipley
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77 votesPhil Shipley
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5 votesPhil Shipley
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10 votesPhil Shipley
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17 votesPhil Shipley
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210 votesPhil Shipley
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34 votesPhil Shipley
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This is critical, spending hours reconciling and downloading individual receipts at month to invoice customers is not good enough. This is a mandatory requirement in Australia as the GST (tax) in receipts has to be verified with a tax invoice so the customer can claim the tax back on their GST returns. Every Australian Xero user passing expenses to customers would need this feature. Do your research Xero, not very beautiful accounting when it comes to billing expenses.