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20 results found
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606 votes
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.
Alana Hamson
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23 votesAlana Hamson
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6 votesAlana Hamson
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471 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Alana Hamson
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7 votesAlana Hamson
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95 votes
Hi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
Alana Hamson
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215 votes
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
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146 votesAlana Hamson
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9 votesAlana Hamson
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97 votesAlana Hamson
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341 votesAlana Hamson
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22 votes
An error occurred while saving the comment Alana Hamson
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181 votesAlana Hamson
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52 votes
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
An error occurred while saving the comment 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
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3 votesAlana Hamson
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2 votesAlana Hamson
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15 votes
An error occurred while saving the comment Alana Hamson
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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
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37 votesAlana Hamson
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23 votes
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.
An error occurred while saving the comment Alana Hamson
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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
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9 votesAlana Hamson
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This feature was on the Old Reports, but not on the New Reports :( Seems very backwards!