Settings and activity
14 results found
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58 votes
Great to hear you;'re finding good use in our new Smart document capture 🙂
I've shared this back with our product team to be taken on board. We'll keep an eye on the interest here for now and share if there are any plans made.
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Enzo Garza
supported this idea
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58 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.
Enzo Garza
supported this idea
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105 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.
Enzo Garza
supported this idea
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31 votes
Thanks for the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. 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!
An error occurred while saving the comment Enzo Garza
commented
Doesn't this come over in the Notes field, which you add as a column?
My complaint about this is the difference in language from module to module. For example, if I look the Bank Feed the transaction details are in "Description", if I go to Account Statements they are called "Particulars", and in the Auto Bank Rec Reconciled Screen they are called "Notes". This language shift makes it challenging for even an advanced user to find why a transactions was used in a bank rule or in an automated bank reconciliation.
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58 votes
Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.
At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks
Enzo Garza
supported this idea
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46 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.
An error occurred while saving the comment Enzo Garza
commented
@Chris
This feature already exists - https://central.xero.com/0/article/Import-a-precoded-CSV-bank-statement
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62 votes
Hi team, thanks for the interest in this idea.
We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.
From the auto-reconcile settings you'll be able to see history of who changed this and when.
We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.
Enzo Garza
supported this idea
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16 votes
Aaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.
Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!
Enzo Garza
supported this idea
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8 votes
Hey Murray we really appreciate the feedback on the Auto Reconcile beta. And just to clarify we do see the feedback as 'ideas' its just the title we give it when the feature is not currently available but is something that our customers would like to see.
We are moving this to Gaining Support so we can gauge the Community support and sentiment and if this is something others would like to see as well.
Enzo Garza
supported this idea
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60 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Enzo Garza
supported this idea
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254 votesEnzo Garza
supported this idea
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115 votesEnzo Garza
supported this idea
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554 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
Enzo Garza
supported this idea
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243 votes
I find this to be very weird because, to me, the Create Transaction seems like it would automatically create a bill to be paid.
I think a better way to denote what's actually happening is this:
- If the document type is Bill, the options should be:
- Create a draft bill
- Create bill awaiting approval
- Create bill awaiting payment
- If the transaction type was credit note, invoice, receive money, or spend money, each should have its own if-this-then-that option.
While it seems like the JAX extraction is okay (it's still missing line items from time to time), it still creates more work for us. It's not speeding up the work at all because we have to go to two separate places.