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4 results found

1. Bank Reconciliation - Repeating spend & receive money transactions

   158 votes

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   48 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  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  ·  22 February, 2023

2. Account transactions report - Show description of transaction line

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   257 votes

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   103 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in… more
   Fiona Scott supported this idea  ·  22 February, 2023

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

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   92 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Fiona Scott supported this idea  ·  22 February, 2023

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

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   25 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  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  ·  22 February, 2023