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5 results found

  1. Bank Rules - Account Description from Statement Description

    75 votes

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    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Esther Santos supported this idea  · 

  2. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    244 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Esther Santos supported this idea  · 

  3. Bank Reconciliation: Search for transactions across all accounts

    192 votes

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    22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Esther Santos supported this idea  · 

  4. Invoice Reminders - Auto email Statements to customers

    482 votes

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    108 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

    Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

    Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

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    Esther Santos commented  · 

    Why have only automated invoice reminders..This is a critical feature even for our practices. Please bring this in urgently, especially South Africa.

    Esther Santos supported this idea  · 

  5. Hubdoc - Convert bank statement to csv file

    252 votes

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    45 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) 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!

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    Esther Santos commented  · 

    Critical for users in South Africa!

    Esther Santos supported this idea  ·