Settings and activity
5 results found
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105 votes
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Jo Davison
supported this idea
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248 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 Jo Davison
commented
Surely cash coding doesn't work if you already have the bank feed and the posting in your books. We simply want to match the 2. Come on Xero, it is high time you had this option, it can't be that difficult for a tech company to produce, clicking Ok is giving us RSI.
An error occurred while saving the comment Jo Davison
commented
Is there any plan now to automate the OK in a bank rec. Cash coding doesn't help with matching entries, onlt with rules. There are chrome extensions out there that will do it for you but there is no way of knowing if they are safe. Quickbooks allows it, why doesn't Xero?
Jo Davison
supported this idea
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85 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
Jo Davison
supported this idea
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4 votesJo Davison
shared this idea
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580 votes
Hi everyone, thanks for continuing to share feedback about paying multiple bills in foreign currencies with us here.
As mentioned in my last update UK organisations can use our online bill payments solution with Crezco to pay international suppliers.
UK businesses can now use open banking to pay suppliers in 180+ countries, including in EUR, USD and AUD, either individually or in batches. Payments can be prepared by a team member, authorised and tracked in Xero.
To share further progress in the US we've launched online bill payments through Melio, which includes ACH and international or cross-border payments.
We've also launched a bill payments solution for AU with AirWallex that's currently in early access. This doesn't yet support paying in foreign currency however this functionality is high on our radar as we continue to develop this experience.
We’ll continue to share progress as the further regional capabilities develop. Thanks
An error occurred while saving the comment Jo Davison
commented
I can't believe that this hasn't been sorted out. How else can we get a batch payment file to upload to the bank Xero? Is it on a road map anywhere yet? It is fundamental for most firms already paying for your foreign currency plan
Jo Davison
supported this idea
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Why on earth can't we chose how to receive a Xero invoice? It unbelievable & extremely frustrating that I have to click on a link every month. Come on Xero, give me the choice to receive a PDF please.