Settings and activity
3 results found
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…
Mirian Batkin
supported this idea
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926 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Mirian Batkin
supported this idea
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38 votes
An error occurred while saving the comment Mirian Batkin
supported this idea
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I know and appreciate that Xero has moved to new code, however this does not stop them recreating the old reports in the new code which is what they are suggesting users do in the new format. This is no easy task as there are many constraints in the new format - an example would be the inability to create one P&L report quickly without requiring future intervention with tracking, now each tracking item must be added each time a new one is created, and heaven help you if you use xero project on a daily basis and are reliant on daily reporting comparisons. Why can xero not make buttons to add reports, eg tracking which can then be filtered in a report to provide all categories or selected, and as for actual v budget that is just a nightmare. Xero many of your users are small to medium businesses which are the very people that help xero become the company it is today so I find it appalling that xero responds to objections with staff comments that ignore the ongoing issue and push the very agenda that is causing the problem, have little to no understanding of the implications of the changes and for that matter why users are so unset. It is a disgrace, my career has been built on change management, reporting and commercial growth none of these have been addressed with xero's heavy handed tactics