Settings and activity
6 results found
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12 votes
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Zachary Kirkham
supported this idea
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Zachary Kirkham
supported this idea
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3 votesZachary Kirkham
shared this idea
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61 votes
Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.
Zachary Kirkham
supported this idea
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124 votes
An error occurred while saving the comment Zachary Kirkham
commented
This one is actually killing me!! Please update this.
In fact, just spend money transactions and expense management in projects in general.
If a bunch of expenses have been assigned to the wrong project you have to go into the project and do the following:
- click on each one, which gives you a pop-up,
- you THEN have to click the Spend Money link,
- Click Options,
- Click Edit Transaction,
- Click Assign to Project,
- Type the project,
- Click project,
- Save,
- Update TransactionNow do this 10 times for each transaction........!!!!!!!
What!!!
Zachary Kirkham
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69 votesZachary Kirkham
supported this idea
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Also, assign multiple transactions to a project in bulk would be so helpful.
As with many travelling workers, many of my transactions for a trip are all bunched together and it would save me so much on bookkeeping fees to be able to select multiple statement lines or transactions and "assign all" in one click - the thought of it makes me swoon!!