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← Share and support customer ideas for Xero

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  1. Customer Statements - Option to remove links to invoices

    170 votes

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    72 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share your feedback on this idea.

    We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.

    We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.

    This is something our team will be taking into careful consideration as that work develops.

    We’ll keep you updated here as discovery progresses.

    Admin SpeedQueen supported this idea  · 

  2. Bank Reconciliation - Option to Save a draft reconciliation for completing later

    11 votes

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    4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback here. It has been a while so we just want to refresh this idea's status.

    We can see how being able to save a draft reconciliation would help when you're working through more complex matches or need to step away before finishing. Having your progress saved could make it easier to pick up where you left off without starting again.

    I've updated the status of this idea to Gaining Support, so please keep adding your votes and share how this would fit into your reconciliation workflow.


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    Admin SpeedQueen commented  · 

    When matching hundreds of invoices to a payment in find and match, a function to be able to save a draft while selecting.

    Would be very handy (I accidentally closed the tab on a $200000 find and match tab, some invoices are as small as $1.45 - It took hours)

    Admin SpeedQueen supported this idea  · 

  3. Reconciliation - Bulk 'OK' for reconciling bank transactions

    243 votes

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

    Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation

    would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.

    We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊

    It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!

    Admin SpeedQueen supported this idea  ·