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6 results found

  1. Bank Rules - Ability to import and export

    521 votes

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    108 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

    The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

    Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

    We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…

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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  ·  Banking & chart of accounts » Reconciliation  ·  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. Bank Reconciliation - Automatic reconciliation of invoices

    16 votes

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    submitted  ·  9 comments  ·  Banking & chart of accounts » Reconciliation  ·  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  ·  Reports & tax » Reporting  ·  Admin →
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    Rivka Nathan shared this idea  · 

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

    269 votes

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    40 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Rivka Nathan supported this idea  · 

  6. Workpapers - Integration of bank statement request portal

    111 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Rivka Nathan supported this idea  ·