Settings and activity
6 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Harry Walker FMAAT
shared this idea
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23 votes
Hi everyone, we appreciate this idea has built some support overtime.
While we'll continue tracking interest in this here, being upfront developing the Account Transactions tab of a bank account to add a tally for the selected transaction amount is not in our short term plans.
That said, JAX may help with some related tasks. For example, try asking: “What is the total of the credits in my 'x' account for the current financial year?” or "Give me a total of all bills paid between [date range]" - You can adapt this by using the relevant account and date range.
We’ll continue to monitor interest in this idea and appreciate you sharing your feedback.
An error occurred while saving the comment An error occurred while saving the comment Harry Walker FMAAT
commented
Add a function which totals selected transactions in a bank or control account (i.e. you can see what the total of your selected transactions is before hitting reconcile)
An error occurred while saving the comment Harry Walker FMAAT
commented
Selecting multiple lines while reconciling manual bank accounts (ones without a feed) from the account transaction screen displays a total of the selected lines
Harry Walker FMAAT
supported this idea
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3 votes
Hi everyone, thanks for raising this idea. We understand why having separate controls for auto-reconciliation of Spend and Receive transactions would be useful, especially for teams managing different parts of the reconciliation process.
The idea is to allow users to enable or disable auto-reconciliation settings separately for Spend and Receive items, giving more flexibility over which transactions are automatically matched.
We encourage the community to vote on this idea if you’d find this workflow improvement useful.
Harry Walker FMAAT
supported this idea
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57 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Harry Walker FMAAT
supported this idea
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18 votes
Hi Harry, thanks for sharing this idea 😊.
We can see why this would be helpful for customers using MTD for ITSA, especially as reviewing the same year-to-date transactions each quarter could become more time-consuming over the course of the year.
We’re moving your idea to Gaining Support so other customers can vote and add their feedback. This helps our product team better understand the level of interest and the different use cases for this request.
If anyone else would find this useful, please add your vote and share how this change would help your workflow.
Harry Walker FMAAT
shared this idea
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15 votes
An error occurred while saving the comment Harry Walker FMAAT
commented
Completely agree, we need to be able to clear old CIS returns that were filed directly with HMRC so that they don't show as overdue.
Harry Walker FMAAT
supported this idea
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@kelly Munro,
Jax will be totally useless here. The purpose of this is to allow for easier reconciling of control accounts (i.e. what does this selection of transactions total).
I'm really disappointed to hear that Xero will not be looking at this in the short term. Particularly since this was requested in June 2022!!
It really makes me wonder what the point of this ideas area is for if you just ignore them for years and then when it finally gets traction, you kick it down the road.