Settings and activity
6 results found
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15 votes
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Zachary Kirkham
supported this idea
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239 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Zachary Kirkham
supported this idea
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4 votesZachary Kirkham
shared this idea
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77 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
Zachary Kirkham
supported this idea
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159 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
supported this idea
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75 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!!