Settings and activity
32 results found
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165 votes
Kate Smith supported this idea ·
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7 votes
An error occurred while saving the comment Kate Smith supported this idea ·
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55 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
Kate Smith supported this idea ·
An error occurred while saving the comment Kate Smith commented
It would be great to have a tick box (or similar) in each rule so you can choose if you want it to auto-reconcile or not. By default it should be ticked, but with the option to untick.
For example, i think for some clients it would be good for them to still review and click "ok", but there's others with a large amount of transactions that would really benefit from auto-reconciling rules. -
104 votes
Kate Smith supported this idea ·
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42 votes
Kate Smith supported this idea ·
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19 votes
Kate Smith supported this idea ·
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83 votes
Kate Smith supported this idea ·
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423 votes
Kate Smith supported this idea ·
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151 votes
Kate Smith supported this idea ·
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866 votes
Kate Smith supported this idea ·
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
An error occurred while saving the comment Kate Smith commented
Agreed Emma! It would be great to just be able to lock the bank
Kate Smith supported this idea ·
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4 votes
Kate Smith shared this idea ·
I would also like to have the option for Xero to give a warning if a transaction is dated a certain amount of days before the current date. For example if today is 1st March and I try to date a transaction 30th October it will warn me the transaction date is more than 30/60/90 days in the past