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  1. Bank Reconciliation: Cash Coding - Bank Transfers

    164 votes

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    submitted  ·  44 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Lauren Barter commented  · 

    Cash coding to work for bank transfers

    Lauren Barter supported this idea  · 

  2. Manual Journals - Ability to post journal entries to bank/cash accounts

    141 votes

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    37 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Lauren Barter supported this idea  · 

  3. Hubdoc - Convert bank statement to csv file

    300 votes

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    55 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    under review  ·  Dana A responded

    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!

    Lauren Barter supported this idea  ·