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5 results found

  1. Remittance Advice - Ability to include attachments when sending a remittance advice

    72 votes

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    submitted  ·  22 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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  2. 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!

  3. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    634 votes

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    42 comments  ·  Security & support » Billing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

  4. Bank Rules - Ability to import and export

    527 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.

  5. Projects report - Show task and expenses against the account code

    6 votes

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    submitted  ·  3 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Lynn White shared this idea  ·