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  1. 19 votes

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    Flora Keiller supported this idea  · 
  2. 14 votes

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    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? 

    An error occurred while saving the comment
    Flora Keiller commented  · 

    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.

    Flora Keiller supported this idea  · 
  3. 19 votes

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    Flora Keiller supported this idea  · 
  4. 3 votes

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    Flora Keiller supported this idea  · 
  5. 38 votes

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    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 supported this idea  · 
  6. 24 votes

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    Flora Keiller commented  · 

    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 supported this idea  · 
  7. 5 votes

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    Flora Keiller supported this idea  · 
  8. 2 votes

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    Flora Keiller supported this idea  · 
  9. 275 votes

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    Flora Keiller supported this idea  · 
  10. 7 votes

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    Flora Keiller supported this idea  · 
  11. 166 votes

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    Flora Keiller supported this idea  · 
  12. 229 votes

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    Flora Keiller supported this idea  · 
  13. 552 votes

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    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 supported this idea  · 
  14. 23 votes

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    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 supported this idea  · 
  15. 47 votes

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    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 supported this idea  · 
  16. 61 votes

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    Flora Keiller supported this idea  · 
  17. 137 votes

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    Flora Keiller supported this idea  · 
  18. 150 votes

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    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

    Flora Keiller supported this idea  · 
  19. 244 votes

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    Flora Keiller supported this idea  · 
  20. 350 votes

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    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

    Flora Keiller supported this idea  · 
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