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  1. Bank Rules - Ability to import and export

    485 votes

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    93 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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    Rivka Nathan commented  · 

    Yes please

    Rivka Nathan supported this idea  · 

  2. Bank reconciliation - View date last manually reconciled

    4 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?

    As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂

    Rivka Nathan supported this idea  · 

  3. Reconcilliation: Automatically import and reconcile merchant / PDQ transactions

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rivka Nathan supported this idea  · 

  4. Balance Sheet - Link credit card accounts to show one line

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rivka Nathan shared this idea  · 

  5. Bank Reconciliation - Reconcile against Statement

    80 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've begun rolling out a new feature that enables you to reconcile a period in Xero which'll be available to users with the Standard or Advisor roles. This'll appear as a new tab within a bank account (next to Account Transactions). From here, you can capture the period dates and balances from your statement, and Xero will automatically show and select all transactions within the period. Once the period is reconciled, you'll be able to close it to prevent transactions being deleted or unreconciled within that period. You'll find details of how to access and use reconcile a period on Xero Central.

    As a start we'll be making this feature available to all US and CA organizations, so I'll be back to confirm once fully live in these regions. 🙂

    Rivka Nathan shared this idea  · 

  6. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    251 votes

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    submitted  ·  32 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rivka Nathan supported this idea  · 

  7. Workpapers - Integration of bank statement request portal

    106 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rivka Nathan supported this idea  ·