Settings and activity
13 results found
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123 votes
An error occurred while saving the comment 
Natalie Ford
supported this idea
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18 votes
An error occurred while saving the comment Natalie Ford
commented
Hi Xero, this functionality is CRITICAL. I need rules that contain some terms but not others. Whats the update here?
Natalie Ford
supported this idea
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An error occurred while saving the comment Natalie Ford
commented
I can't believe xero doesn't already have this! Its absolutely vital. I'm needing to use many work arounds because of this lacking functionality.
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4 votesNatalie Ford
supported this idea
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53 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
An error occurred while saving the comment Natalie Ford
commented
I just found a duplicate idea that has many more votes... if you want to move forward to idea of being able to "bulk OK" pre-matched transactions, please consider voting/commenting on this idea instead: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988634-reconciliation-bulk-ok-for-reconciling-bank-tr
An error occurred while saving the comment Natalie Ford
commented
To everyone who has commented on this idea, please get all your team members to upvote it! It only has 36 votes right now, this needs to increase for Xero to prioritise it. Thank you!
An error occurred while saving the comment Natalie Ford
commented
The latest comment on here from Xero is very disappointing. As per other comments, I literally have to pay someone to click "OK" on thousands of transactions. Please give us the option to automate this ASAP!
Natalie Ford
supported this idea
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5 votes
An error occurred while saving the comment Natalie Ford
commented
Hi everyone who commented/voted here, this appears to be a duplicate idea and the initial ones has much more momentum. I encourage you to add your votes to here: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988634-reconciliation-bulk-ok-for-reconciling-bank-tr to see if we can get traction on this!
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Natalie Ford
commented
Hi Kelly @ Xero, as per my comment on a duplicate idea for this, many of us are paying someone thousands to simply click OK all day. Improving the suggested matches is nice but it also creates more OKs to click! Please implement this bulk OK feature urgently. It is so needed and you seem to have overlooked the immense value of this relatively simply implementation.
Natalie Ford
supported this idea
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3 votes
Good to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
An error occurred while saving the comment Natalie Ford
commented
Hi Kelly,
Thanks for this helpfu eply. It seems I was on "classic invoicing", so did not have this layout or menu option. When I clicked "switch to ne winvoicing", I got the view you show in your screenshot and now also have access to the setting from the three-dots menu.
This indeed resolves my request!
Thank you very much.
Natalie Ford
shared this idea
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6 votesNatalie Ford
supported this idea
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459 votesNatalie Ford
supported this idea
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10 votesNatalie Ford
supported this idea
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3 votesNatalie Ford
shared this idea
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10 votesNatalie Ford
supported this idea
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11 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
Natalie Ford
supported this idea
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Yes! Or even just being able to IDENTIFY these contacts would be a start. I don't care if I archive or delete them, but I want to be able to get them out of the current system.