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4 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    160 votes

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    48 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Catherine Lennon supported this idea  · 

  2. Bank Reconciliation - Create a Batch Payment file from Spend Money transactions

    29 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Catherine Lennon supported this idea  · 
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    Catherine Lennon commented  · 

    I liked also how MYOB allowed you to include a "Spend Money" transaction with creditors so you only had to updload one payment file.

  3. Subscription Invoices - attach as pdf

    101 votes

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    31 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Catherine Lennon supported this idea  · 

  4. Hubdoc - Save files to Onedrive

    93 votes

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    24 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.

    Catherine Lennon supported this idea  ·