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6 results found
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8 votes
Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
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Tom Mitchell
commented
During bank reconciliation - on the face of "Create" I'd like to be able to add the "Reference" without having to add details.
Tom Mitchell
supported this idea
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201 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Tom Mitchell
supported this idea
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18 votes
An error occurred while saving the comment Tom Mitchell
commented
THE ISSUE
We use bank accounts to reconcile settlements by merchant account providers and transactions automatically posted by our EPOS (card and cash = 2 reconciliation accounts). When in a reconciliation account the credit (transferred from the bank account into which the settlement is paid) will be the sum of several debits (transactions from the EPOS); i.e. there is a one to many relationship. We match them off manually then "Mark as reconciled".THE SUGGESTION
This task would be easier if when selecting the tick box (in the Bank Statement screen) a total was visible in order that we can see that the value of transactions selected total 0.Tom Mitchell
supported this idea
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21 votes
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13 votes
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59 votes
Adds an extra 5 to 6 mouse clicks to the process by not being able to do this. On 300 transactions a month that is a significant time.