Settings and activity
11 results found
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6 votes
Hi Lacey, thanks for sharing this suggestion. We understand how useful it could be to have clearer visibility of transactions across individual corporate cards and departments.
I've updated the status to Gaining Support so we can continue tracking community feedback. It would be great to hear which credit card provider you'd like this feature to be available for.
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Jennifer Campbell
supported this idea
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62 votes
Hi team, thanks for the interest in this idea.
We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.
From the auto-reconcile settings you'll be able to see history of who changed this and when.
We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.
Jennifer Campbell
supported this idea
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43 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Jennifer Campbell
supported this idea
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49 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Jennifer Campbell
supported this idea
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58 votes
Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.
At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks
Jennifer Campbell
supported this idea
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3 votes
Hi David, thanks for bringing this to the community. We understand the request to choose which Bank Rules can auto-reconcile, rather than having an all-or-nothing setting for the account.
This could make it easier to automate routine transactions while keeping more complex supplier or customer transactions for manual approval.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the setting to work.
Jennifer Campbell
supported this idea
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An error occurred while saving the comment Jennifer Campbell
commented
I agree with OP. I attended Xero con and to me it sounded like there would be an option to auto reconcile just bank rules or all bank transactions. Clients are too varied and some too complicated to just allow everything to auto reconcile. Especially with needing backup and the Xero doc capture feature not always trying to match with transactions already reconciled.
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286 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Jennifer Campbell
supported this idea
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32 votes
Thanks for all the engagement within the community so far. The feedback here makes it clear that automatically picking up the tax rate from uploaded documents could be a useful improvement to the invoicing workflow.
I’ve updated the status to Gaining Support so we can continue tracking the conversation. If there are particular scenarios you’d like this feature to handle, let us know below.
An error occurred while saving the comment Jennifer Campbell
commented
This should work for all transaction types for Xero's smart document capture, not just invoices.
Jennifer Campbell
supported this idea
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42 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
An error occurred while saving the comment Jennifer Campbell
commented
Add contact group changes to History and Notes report. The History and Notes report should reflect an audit log, which would include any and all changes. It is difficult to discern issues or why something happened when not everything is available in the report.
Jennifer Campbell
supported this idea
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24 votesJennifer Campbell
supported this idea
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An error occurred while saving the comment Jennifer Campbell
commented
We are able to do an invoice search by paid date. However when exporting that data there isn't a Paid Date column.
If this cannot be done, at least allow a filter in the Receivables Summary and Detail reports for Paid Date.
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545 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Jennifer Campbell
supported this idea
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This is a huge issue for us as well for similar reasons. One of many changes Xero implemented without fully thinking it through.
In response to Kelly's comment about being part of a Xero Research team. On one side it's nice to have a company "listen" to its clients. The other side; I'm also getting pretty annoyed with this labor, analytics, etc that Xero wants us to provide basically for FREE instead of using your dev staff, etc as you should considering you make an accounting software. Issues are coming up that really shouldn't be issues, and show a lack of critical thinking on Xero's part when developing and implementing changes.