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7 results found

  1. Bank Rules - Ability to import and export

    413 votes

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

    Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.

    With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.

    We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.

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    Rivka Nathan commented  · 

    Yes please

    Rivka Nathan supported this idea  · 

  2. Bank reconciliation - View date last manually reconciled

    3 votes

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    0 comments  ·  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

    5 votes

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    submitted  ·  1 comment  ·  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

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rivka Nathan shared this idea  · 

  5. Bank Reconciliation - Reconcile against Statement

    70 votes

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

    Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
    ✍️If you'd like to be a part of this please fill in this short questionnaire.
    Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
    We'll round back to share any progress with you all on the idea here.

    Rivka Nathan shared this idea  · 

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

    226 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rivka Nathan supported this idea  · 

  7. Workpapers - Integration of bank statement request portal

    103 votes

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