Settings and activity
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55 votes
An error occurred while saving the comment Chelsea Crump supported this idea ·
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238 votes
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 ·
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564 votes
Chelsea Crump supported this idea ·
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436 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment 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...
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