Settings and activity
5 results found
-
408 votes
Hey everyone, we appreciate a lot of recent activity and trend in this idea especially with Pay Day Super coming.
As mentioned in my last updated this is an idea our product teams are keeping a close pulse on and we want you to know this is high on our agenda, likely to be picked up later this year.
While we can't provide any commitments as yet, we'll share another update here as soon as there's progress.
An error occurred while saving the comment -
31 votes
An error occurred while saving the comment 
Julian Versloot
commented
It's ridiculous that I have to set my favourites on an entity-by-entity basis. It would be much better if I could set a template for myself, where I could set all of my favourite reports which would then appear no matter which entity's ledger I'm in
Julian Versloot
supported this idea
·
-
28 votesJulian Versloot
supported this idea
·
An error occurred while saving the comment Julian Versloot
commented
Back in the 1990's I used a server based ledger system in Australia - Solution 6 (the original - not the renamed MYOB product).
It had the ability to link ledgers together so when I posted a journal for example (my imaginary XYZ Trading entity):
Debit - Accounting Fees
Credit - Loan ABC InvestmentsSolution 6 would then automatically open up the ledger of ABC Investments and post the following entry automatically:
Debit - Loan XYZ Trading.
I'd then need to allocate the Credit side of the entry to close the pop-up.This ensured that inter-entity loan accounts were always in balance, and it saved lots of time.
That was a fantastic feature of the old Solution 6 product, and it would be great if Blue Xero also had this feature.
-
61 votes
Hi everyone, thanks for sharing your feedback on this idea 🙂
We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.
This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.
Julian Versloot
supported this idea
·
-
243 votes
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!
An error occurred while saving the comment Julian Versloot
commented
In today's era of electronic banking and connected bankfeeds, it seems pointless to have to do a bank reconciliation. The transaction gets fed into the Xero ledger therefore the bank balance should always match what the bank statement says. I know that I have to allocate each transaction using rules or manually, so really they're just "Unmatched Transactions". To have to "Mark as Reconciled" or perform a Bank Reconciliation process seems redundant to me. The notion of Uncredited Deposits or Unpresented Cheques is surely outdated, as this was only to work out what my actual bank balance was at any given point in time (ie when datafeeds were impossible). Could the reconciliation process be done away with?
Julian Versloot
supported this idea
·
I agree with everything said about this issue already - it needs to be rolled out ASAP.
One other aspect is it makes no sense that only the Subscriber can setup or make changes to Auto-Super including who the authoriser is.
What's the point of having a Payroll Admin role if it excludes them from making Auto-Super changes.