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8 results found

  1. Bank rules - Choose which rule to apply

    27 votes

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    13 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Dianne Coleman supported this idea  · 

  2. Bank Rules - Set Reference to Custom Text

    39 votes

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    24 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.

    We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.

    Dianne Coleman supported this idea  · 

  3. Bank Rules - Report to review bank rules and their application

    43 votes

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    submitted  ·  12 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Dianne Coleman supported this idea  · 

  4. Bank Rules - Copy Bank Rules

    135 votes

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    37 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

    It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

    It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

    Dianne Coleman supported this idea  · 

  5. Bank Reconciliation - Templates for common split payments

    3 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.

    While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.

    With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.

    If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.

    Dianne Coleman shared this idea  · 

  6. Bank Rules - List rules in Alphabetical order

    4 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Dianne Coleman shared this idea  · 

  7. Bank Reconciliation - Save for later option

    2 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Dianne Coleman shared this idea  · 

  8. Reconciliation - Adding undo option

    30 votes

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    submitted  ·  18 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Dianne Coleman commented  · 

    Xero NEEDS and UNDO button!
    We need to be able to undo last action, regardless of that action whether its a recon (like when you press the reconcile button too quick and then realize you forgot to add some details)

    Dianne Coleman supported this idea  ·