Settings and activity
6 results found
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84 votes
Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
Amber Wright
supported this idea
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638 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Amber Wright
supported this idea
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16 votesAmber Wright
supported this idea
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36 votesAmber Wright
shared this idea
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9 votes
Hey community, thanks for your continued interest and feedback on this idea.
Right now, you can set up bank rules to code future payroll payments, or turn on Suggest previous entries so that Xero suggests a transaction each time.
If there's any future changes we will let you know on the thread here. Thanks
Amber Wright
supported this idea
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An error occurred while saving the comment -
439 votes
This is payroll and bookkeeping suggestion.
It would be good that once the spend money to pay the employee comes out of the bank account, Xero recognises this to the net pay in the pay run and matches this where it's meant to go. The same with the P32 liability - once the tax has been paid to HMRC and appears in the bank reconciliation page, Xero recognises that this payment matches the month's liability.
I know that there are bank rules that can be created to do this, but it's good to check that the employee has been paid the correct amount to the pay run (so the reconciliation line goes green in the reconciliation page).