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  1. Bank reconciliation - Automated Reconciliation Using Client Account Number

    5 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Antony Futter commented  · 

    I see that nothing new has come of this. Ethan from Xero responded with "". Not very promising at all.

    Antony Futter supported this idea  · 
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    Antony Futter commented  · 

    This was available and a massive drawcard originally for us to Xero.

    Where customers use the contacts account number and the value matches the outstanding value, the logic should at the VERY least present those invoices as selected for reconciliation.

    The logic already applies and works for invoice reference and the fuzzy logic gets it to work "most" of the time for text that matches contact names and even addresses sometimes!

    A Contact Account number cannot be that hard! At least let us search by the field - that is a start....

  2. Contacts - Auto generate Account Number for a New Contact

    148 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

    While this request is not in the pipeline, that does not mean the need has gone unnoticed.

    Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

    We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

    Antony Futter supported this idea  · 
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    Antony Futter commented  · 

    Hi Hannah G,
    As a developer myself - the excuse you have for not being able to provide this basic function is pathetic!
    This function is something that can be done on the database layer - not even the UI or programing level.
    A single call to a DB Stored Procedure will resolve this.
    It has been asked for for nearly 2 years and nothing? Every other accounting software has it but Xero doesn't - it really is becoming a deal breaker in our business - not to mention that you cant auto match on the field in the bank recon!

    Looknig forward to the standard reply... it's not in the development road map because..

    Regards,

  3. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

    49 votes

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    submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Antony Futter commented  · 

    This was available and a massive drawcard originally for us to Xero.
    When running prepaid accounts, where the invoice or quote has not been created yet and you have multiple contacts with surname/initials that are not unique or duplicated - the logic is to use the account number as a reference. This is a nightmare otherwise.

    Antony Futter supported this idea  ·