Settings and activity

4 results found

1. Reporting - Ability to input 13 four week periods / 13 month accounting

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   submitted  ·  16 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Rowan Keyte supported this idea  ·  26 January, 2023

2. User Role - Reconcile without access to approve invoices

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   10 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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  ·  01 December, 2022

3. Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero

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   4 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

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   Rowan Keyte commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   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

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   Rowan Keyte supported this idea  ·  01 December, 2022

4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   238 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically), instead of requiring you to set this up separately first.

   Front footing here, we know this solution won’t yet cover all the scenarios customers have asked; for example, overpayments and prepayments, and including credit notes in bill payment batches are still out of scope for this phase - We’ll continue to monitor feedback to help inform where we take this next, so please do continue to share through Xero Product Ideas and the ideas I’ve linked above.

   As this becomes available in your business, you’ll see a message within Xero highlighting the new behaviour and where to find credit notes in bank rec.

   Once this is available to 100% of customers, we’ll come back to update everyone here and provide more detail to help with understanding exactly how it works, and making the best use of this feature.

   Thank you again for your patience, persistence, and for sharing real examples of how this impacts you, they’ve been critical in shaping what we’re delivering here.

   Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

   We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

   We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

   You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

   When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),… more

   Rowan Keyte supported this idea  ·  01 December, 2022
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   Rowan Keyte commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   Incredible this is not already a standard feature

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