Settings and activity

4 results found

1. Batch Payments - Ability to 'split' when reconciling

   337 votes

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   17 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as this progresses.

   We’ve updated the idea status to Not in pipeline to reflect where things stand today. We’ll continue to review it alongside other improvements in this space, and share if there are any active developments that will solve the needs expressed here.

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as… more

   Diana Knaub supported this idea  ·  23 February, 2023

2. Bank Rules - Ability to import and export

   525 votes

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   108 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short of it. Thanks for being a part of our community.

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short… more

   Diana Knaub supported this idea  ·  23 February, 2023

3. Invoices/Bills - Feature to 'write off' as bad debt

   731 votes

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   14 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

   Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

   We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

   Diana Knaub supported this idea  ·  23 February, 2023

4. Reporting - Ability to input 13 four week periods / 13 month accounting

   44 votes

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   submitted  ·  15 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Diana Knaub commented  ·  23 February, 2023  ·  Edit…  ·  delete…

   We have many clients that have 13 periods, this would be extremely helpful.

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   Diana Knaub supported this idea  ·  23 February, 2023