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  1. Bank Reconciliation Report - Show 'Discuss' tab notes

    35 votes

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    9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

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    Rebecca Igwabi commented  · 

    I found another report that solves this! - Uncoded Statement Lines - not only includes comments but allows client to respond with their own comment!

    Rebecca Igwabi shared this idea  · 

  2. Bank Rules - Ability to import and export

    526 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

    Rebecca Igwabi supported this idea  · 

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

    241 votes

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    54 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

    Rebecca Igwabi supported this idea  · 

  4. Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date

    43 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Rebecca Igwabi supported this idea  · 

  5. Reconciliation - Notify users when there are new entries in Discuss tab

    17 votes

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    submitted  ·  6 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Rebecca Igwabi supported this idea  ·