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2 results found
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50 votes
Hi community, thanks for your feedback on a Unity Trust Bank feed. While a direct feed isn't available just yet, we understand that this'd save you a lot of time on manual data entry. As we work with Tink to support more open banking connections we'll move this idea through to In discovery. While this is a step in the right direction, it's not a guarantee that the feed will be developed, and we don't have a timeframe to share just yet. We'll be sure to post any updates right here.
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716 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.
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Kevin Wheeler
supported this idea
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Bonkers that this basic functionality is not on the roadmap.
The ability to replicate what your customer has done on their side when they reduce a payment against multiple invoices is fundamentally important to the client ledger reconciliation process...
The last several updates have added functionality around reporting that, to my mind is neither here nor there, while a basic and frequent accounting process step remains overly convoluted with no solution in sight after years on the request list!
Poor