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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

    128 votes

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    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    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

    45 votes

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    submitted  ·  18 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  ·