Settings and activity
4 results found
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38 votes
Rowan Keyte
supported this idea
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74 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Rowan Keyte
supported this idea
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4 votes
Hi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
An error occurred while saving the comment Rowan Keyte
supported this idea
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606 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Rowan Keyte
supported this idea
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An error occurred while saving the comment Rowan Keyte
commented
Incredible this is not already a standard feature
Show actual bank balance to alert when statement balance does not agree to actual bank balance.
This will provide an early warning for problems with the Bank feed