Settings and activity
10 results found
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137 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Melita Proebstl
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32 votesMelita Proebstl
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90 votesMelita Proebstl
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232 votes
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!
Melita Proebstl
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20 votesMelita Proebstl
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50 votesMelita Proebstl
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167 votes
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.
Melita Proebstl
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18 votesMelita Proebstl
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81 votesMelita Proebstl
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15 votes
An error occurred while saving the comment Melita Proebstl
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It would also be great if we could set up non-bank accounts that can be reconciled. For example, non-Bank accounts such as Petty Cash and money being held in trust for groups in a not-for-profit organisation would be a great addition.