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  1. 140 votes

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    Lauren Barter commented  · 

    Cash coding to work for bank transfers

    Lauren Barter 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? 

    Lauren Barter supported this idea  · 
  3. 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.

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    Lauren Barter commented  · 

    Allocate bank transactions directly to credit notes

    Lauren Barter supported this idea  · 
  4. 242 votes

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    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  ·