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  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    712 votes

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    193 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Melissa Pockett supported this idea  · 

  2. Batch Deposit - More than 50 transactions

    68 votes

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    38 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.

    While this is something we'll continue to review we want to be open that this is not planned in the short term.

    In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.

    If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.

    Melissa Pockett supported this idea  · 

  3. Settings - Ability to lock bank Reconciliation Period

    34 votes

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    5 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sorry it's taken so long for us to return to the idea here.

    I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.

    If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.

    It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks

    Melissa Pockett shared this idea  ·