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  1. Claude - ability to connect Claude to multiple organisations

    99 votes

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    37 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this idea and adding your feedback.

    We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.

    We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.


    Stephen Berry supported this idea  · 

  2. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    176 votes

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    87 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    submitted  ·  Dana A responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 

    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

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    Stephen Berry commented  · 

    I would rather not set up clearing accounts as bank accounts to be able to reconcile to zero... In Xero

    Stephen Berry supported this idea  ·