Settings and activity

2 results found

1. Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed

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   2 comments  ·  Automatic bank reconciliation beta  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.

   Amanda Amey supported this idea  ·  10 February, 2026

2. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

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   submitted  ·  4 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Amanda Amey commented  ·  23 October, 2023  ·  Edit…  ·  delete…

   Point 1 is a must please

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