Settings and activity
6 results found
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55 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Chris Foxcroft-Hibbs, CPA
supported this idea
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41 votes
Great suggestion, Ben! Thanks for your comment here.
Currently, our automation relies on your Xero organisation's reconciliation history and bank rules, new organisations, or those with a limited history, may find it takes longer for the automation to learn patterns initially.
To get the most out of automation, we do recommend setting up bank rules, keeping your contacts and chart of accounts up to date, and reconciling frequently.
When you're just getting set up and started there is also the option of uploading a pre-coded bank statement to help with getting your first few months of spend and receive money transactions created and reconciled quickly.
We appreciate how this process could help in onboarding new clients and setting up their organisations, and this is something we're exploring. I'll be sure to share any progress of this through the idea here.
Chris Foxcroft-Hibbs, CPA
shared this idea
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81 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Chris Foxcroft-Hibbs, CPA
supported this idea
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An error occurred while saving the comment -
52 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Chris Foxcroft-Hibbs, CPA
supported this idea
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51 votesChris Foxcroft-Hibbs, CPA
supported this idea
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28 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
An error occurred while saving the comment Chris Foxcroft-Hibbs, CPA
commented
I agree that having multiple contacts for a project is needed.
I have a client who hosts tours with multiple individuals that pay their own invoices but there is only one tour, and one project in Xero for that tour. Without multiple customers applied, we can't get the right profitability.
Another option is to allow one customer contact group to be connected to a project because then we can group the customers and apply the project to the group.
Chris Foxcroft-Hibbs, CPA
supported this idea
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Or having a default by firm or by organization in "MyXero" or "XeroHQ", then the ability to turn off for a bank account if needed.