Settings and activity
5 results found
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72 votes
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Chloe Walker
supported this idea
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4 votes
Thanks for sharing in community here, Becky. Is there a reason you're entering the transaction prior to reconciliation? Potentially using the Create option when reconciling the bank account could prevent the transaction being posted as the wrong type of transaction?
Chloe Walker
supported this idea
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517 votes
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.
Chloe Walker
supported this idea
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3 votesChloe Walker
supported this idea
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127 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Chloe Walker
commented
When adding a new contact, you should be allowed to enter a contact with the same name, if you want to add a contact with the same name then the account number should be different - if the account number is the same then it should not be allowed to be duplicated. I have many clients who have customers with the same name and I cannot add them as a contact!
Chloe Walker
supported this idea
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On the awful new invoicing layout, you can't type the date anymore, you can only click through the calendar. It is so much quicker and easier to be able to type the date like you used to be able to (and in any format... i.e. 03.05.24 or 03.05 or 03.05.2024 or 03/05/24 or 03/05 or 03/05/2024)