Settings and activity
4 results found
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569 votes
Anette Abrahamsen
supported this idea
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944 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Anette Abrahamsen
supported this idea
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14 votes
An error occurred while saving the comment Anette Abrahamsen
supported this idea
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7 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 Anette Abrahamsen
commented
Nice idea, Kelly, the problem is that we don't have the button Uncoded Statement Lines.
Anette Abrahamsen
supported this idea
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Alternatively just return to the Files folder the bill was created from instead of showing the created bill.
If uploaded files are split into folder, e.g. monthly, that currently means even more clicks plus scrolling to find the next one.
QuickBooks has the facility to choose to automatically open the next uploaded file directly into a Bill/Expense window for posting. If you choose not to automatically open the next, you just get taken back to the list of unreviewed files. I find that works so much better and faster.