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4 results found

  1. Bank Reconciliation - Recording refund through bank reconciliation tab

    38 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Chelsea Crump commented  · 

    There should be an option on the bank reconciliation to do customer & supplier refunds instead of having to go into individual credit notes, posting a refund then matching the transaction in the bank reconciliation! This is just duplication of effort

    Chelsea Crump supported this idea  · 

  2. Reconciliation - Bulk 'OK' for reconciling bank transactions

    215 votes

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

    Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.

    It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.

    Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.

    With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…

    Chelsea Crump supported this idea  · 

  3. Audit Trail Report

    370 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chelsea Crump supported this idea  · 

  4. Invoice - Bulk allocation of credit notes

    354 votes

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    submitted  ·  125 comments  ·  For small businesses » Business features  ·  Admin →
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    Chelsea Crump commented  · 

    In my opinion, not being able to bulk match invoices and credit notes is a major flaw with Xero. I currently have 248 invoices and credit notes to match down in one customer alone due to opening balance adjustments... This is going to take me ages! I recently migrated this client from Sage to Xero, wishing I had just waited now as this would have only taken a mere fraction of the time in Sage! This needs to be resolved ASAP...