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6 votes
Hi Scott, appreciate your feedback of what you find both good and limiting when using Xero.
When you mention the need to create manual journals to bank or cash accounts are there some common situations you find yourself needing this?
For the payroll transaction I wonder if bank rules could help identify and create the transaction in Xero for you, rather than having to enter this as a bill?
Bank rules and the use of spend and receive money through reconciliation may also be able to help for other scenarios too?
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Flora Keiller
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15 votesFlora Keiller
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3 votesFlora Keiller
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38 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Flora Keiller
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22 votes
An error occurred while saving the comment Flora Keiller
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It's really frustrating that there isn't a way to do this. I accidentally click the OK button quite a lot but I don't always see what I clicked it on so I have to go and try to find the transaction
Flora Keiller
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573 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Flora Keiller
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5 votesFlora Keiller
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2 votesFlora Keiller
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260 votesFlora Keiller
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4 votesFlora Keiller
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165 votesFlora Keiller
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225 votesFlora Keiller
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500 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Flora Keiller
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14 votes
Hi community, thanks for your engagement through the idea here. This is something we're looking to build into new invoicing. Atm, the team are a little busy with other pieces of work to improve the experience. I'll round back in to keep you updated of any progress toward overpayments in new invoicing with you all here.
Flora Keiller
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12 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Flora Keiller
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29 votesFlora Keiller
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59 votesFlora Keiller
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53 votesFlora Keiller
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71 votes
Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.
Flora Keiller
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143 votesFlora Keiller
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Bank rules only work for accounts that have statements either through bank feeds or manual imports.
The problem is with accounts that don't have statements imported, like petty cash or till floats. Bank rules are useless and you can't post manual journals so everything needs to be done via individual spend/receive money transactions
This is so laborious and there needs to be an option to allow manual journals to be posted to bank accounts. I understand that some users may need protected from accidentally causing imbalances in the accounts but a vast number of Xero users are accountants and bookkeepers who know what they're doing and need to be able to make these entries.