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4 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    157 votes

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

    Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

    If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

    Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

    Fiona Scott supported this idea  · 

  2. Reports - View bank reconciliation narration in account transaction report

    41 votes

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    submitted  ·  19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Fiona Scott supported this idea  · 

  3. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

    82 votes

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    36 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Fiona Scott supported this idea  · 

  4. Invoice Report - Including account, date paid and method of payment

    62 votes

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    24 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded

    Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We will keep an eye out on the traction this idea receives in the community. Thanks

    Fiona Scott supported this idea  ·