Settings and activity
11 results found
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130 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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16 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
Melanie Currie
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7 votesMelanie Currie
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7 votesMelanie Currie
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95 votesMelanie Currie
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26 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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297 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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11 votes
Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
An error occurred while saving the comment Melanie Currie
commented
When clients have not provided the required receipts to complete bookkeeping, I always have to generate a list of expenses they need to support.
Rather than going to the "Bank Statements" highlighting, copying, pasting unicode text to excel and filtering out "reconciled" items, I would like to just click an "export list" button from the "Reconcile" screen and have it generate the list of transactions remaining.Melanie Currie
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14 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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240 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!
An error occurred while saving the comment Melanie Currie
commented
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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59 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.