Settings and activity
12 results found
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64 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
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Melanie Currie
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2 votesMelanie Currie
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3 votesMelanie Currie
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6 votesMelanie Currie
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6 votesMelanie Currie
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90 votesMelanie Currie
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20 votes
Hi Ruth, it's possible to permanently delete statement lines that have been imported into a bank account in Xero by deleting the entire statement - see in our help here
Or is there something else you're looking for here?
Melanie Currie
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267 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Melanie Currie
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1 voteMelanie Currie
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11 votes
An error occurred while saving the comment Melanie Currie
commented
I have clients who have 1 large monthly sales invoice, but can have up to 20 payments against it. Currently, you can only enter 1 payment at a time, and then have to save, close and go back into the invoice to set up the next payment.
I would like to be able to save a payment and click "add another payment to this invoice" and just keep moving through it, to limit the number of clicks and be more efficient.Melanie Currie
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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,…
An error occurred while saving the comment Melanie Currie
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Please add option to select multiple transactions on the Reconcile screen for the bank, so similar transactions can be coded and posted together without a match (ie, bank fees)
Melanie Currie
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54 votesMelanie Currie
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I also find this frustrating. When entering YE Adjusting journals, we need to be able to code directly to the subledgers (in QBO you can do this, there is a subledger acct field on the JE line so it can tag to the correct supplier/customer, and you can't post the JE without populating that field).
It also allows you to flag the JE with a checkbox indicating it is an Adjusting entry and it appears in the "Adjusted Trial Balance" report, where you can see ALL of the adjusting JE's and verify.