Settings and activity
5 results found
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142 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
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Cameron McPherson
supported this idea
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521 votes
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…
Cameron McPherson
supported this idea
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93 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
An error occurred while saving the comment Cameron McPherson
commented
Agreed. Having a 'view more' or 'view X more' button at the bottom of the drop-down would be hugely helpful. The 'add new organisation' button implies the list is complete when it isn't.
Even if it's restricted to the current list size, let users change the default order. I'd prefer to see my top 6 companies rather than the Demo Company.
Cameron McPherson
supported this idea
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92 votesCameron McPherson
supported this idea
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293 votes
Hi everyone, the demo company provides the ability to test and trial Xero features without impacting data in your live organisation. It's especially useful when you're getting started with the product or want to see how a feature works that you haven't used before.
That said, we understand not all our customers want or need access to the demo company. We appreciate your feedback on being able to hide or remove this here, and our product team are aware of the interest and feedback surrounding this - Both from this direct thread and the previous commentary and votes from the older forum where this originated.
While we don't have immediate plans, this is an area our team are looking to review. We will update you if there is any planned changes to this, through this idea.
Cameron McPherson
supported this idea
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Surely this is as simple as ticking a box to allow one more field in the list that's already included! Would save a lot of time given the bank rec feature often adds into to the description field.