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4 results found

  1. Bank Reconciliation: Search for transactions across all accounts

    244 votes

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

    Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

    While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

    That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

    If things change we'll gladly share with you all here.

    In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

    Aaron Vaughan supported this idea  · 

  2. Bank Rules - Ability to import and export

    536 votes

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    110 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

    Aaron Vaughan supported this idea  · 

  3. Check Register - Set check defaults by bank account

    3 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Aaron Vaughan shared this idea  · 

  4. Custom Report - Ability to decide if a formula row or column takes precedent

    6 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Aaron Vaughan shared this idea  ·