Settings and activity
3 results found
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44 votes
Michaela Zein
supported this idea
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34 votes
An error occurred while saving the comment Michaela Zein
supported this idea
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707 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.
Michaela Zein
supported this idea
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It would also be great to filter by active clients. All clients we have ever dealt with, are on the list.
Personally, I would prefer the Bank reconciliation status to say either how many unreconciled items there are, or the value of the unreconciled items. Unmaintained, out of date, out by very high percent are not very helpful when we only process clients monthly or even quarterly. Number of items at least gives us an idea of how much work needs to be done.