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  1. 71 votes

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    Alana Hamson supported this idea  · 
  2. 205 votes

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    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

    Alana Hamson supported this idea  · 
  3. 129 votes

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    Alana Hamson supported this idea  · 
  4. 9 votes

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    Alana Hamson supported this idea  · 
  5. 83 votes

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    Alana Hamson supported this idea  · 
  6. 282 votes

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    Alana Hamson supported this idea  · 
  7. 19 votes

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    Alana Hamson commented  · 

    This feature was on the Old Reports, but not on the New Reports :( Seems very backwards!

    Alana Hamson supported this idea  · 
  8. 170 votes

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    Alana Hamson supported this idea  · 
  9. 42 votes

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    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

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    Alana Hamson commented  · 

    I agree with other comments that QBO have this feature and it serves the purpose of saving time in a much better way! It's like there's been half a job at automation here. If we've setup a bank rule, we should have the option of them reconciling automatically as well. Otherwise you sit and press 'ok' or cashcode and it's such a boring time-consuming task that you try to do as quickly as possible, so it doesn't really work as a checking process anyway.

    Alana Hamson supported this idea  · 
  10. 3 votes

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    Alana Hamson shared this idea  · 
  11. 2 votes

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    Alana Hamson shared this idea  · 
  12. 13 votes

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    Alana Hamson commented  · 

    This is a key missing piece of the puzzle from Xero! The 'client code' box in Xero HQ is not linked to anything and not reportable so it's completely useless and ALL accountancy practices use client codes to lookup their clients' attributes e.g. who the manager and partner is.

    It would also be good to fill it in once here, and then for it to pre-populate the 'client code' box in the billing and subscriptions area, if we are the subscriber for the Xero licence.

    Xero preach efficiencies through integrations, and not having to fill data in multiple times in multiple locations, so it would be good to get this sorted.

    Alana Hamson supported this idea  · 
  13. 32 votes

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    Alana Hamson supported this idea  · 
  14. 22 votes

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    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

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    Alana Hamson commented  · 

    It would also be good to see which clients haven't been assigned to a group yet by having an 'unassigned' section. Otherwise you have no idea if your groupings are complete and reliable.

    Alana Hamson supported this idea  · 
  15. 9 votes

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    Alana Hamson supported this idea  ·