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4 results found

  1. Bank Rules Placeholders

    26 votes

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    submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Bailey Jenkins commented  · 

    I don't know if this will help anyone, but if the payment always has the same format (i.e. payee = employees name, and description says "payroll week ending [dd mm yy]"), when setting up the bank rule, I like to set up the bank rule so the reference is set to come from the description field. This makes it easier to do the payroll reconciliations when I can see the description that was on the bank statement line and also so I can double check that the rule applied correctly as well

    Bailey Jenkins supported this idea  · 

  2. Bank Reconciliation: Search for transactions across all accounts

    247 votes

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    31 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Bailey Jenkins supported this idea  · 

  3. Xero HQ - Ability to sort clients by "Unreconciled Items"

    8 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Bailey Jenkins supported this idea  · 

  4. Practice Manager | Client List - Export with all data

    44 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Bailey Jenkins supported this idea  · 
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    Bailey Jenkins commented  · 

    It would be very helpful to be able to sort by unreconciled items in Xero HQ and to be able to export this data also