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

    240 votes

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    54 comments  ·  For small businesses » Accounting features  ·  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!

    Shahzaib Warraich supported this idea  · 

  2. Reporting - File Attachment Report

    283 votes

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    92 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

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    Shahzaib Warraich commented  · 

    Extremely important to track transactions that require backup. If it is possible to obtain a report that indicates if an attachment is available for a transaction, whether through an additional column added to the account transactions report or through a separate report, would be extremely helpful. Currently following a tedious process of going over each transaction and identifying/marking down transactions with missing support.

    Shahzaib Warraich supported this idea  ·