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

    35 votes

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    9 comments  ·  For small businesses » Accounting features  ·  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

    520 votes

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

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

    Rebecca Igwabi supported this idea  · 

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

    239 votes

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    54 comments  ·  For small businesses » Accounting features  ·  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

    24 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  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  ·  For small businesses » Accounting features  ·  Admin →
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    Rebecca Igwabi supported this idea  ·