Settings and activity
5 results found
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29 votes
Aline Gallan
supported this idea
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79 votes
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33 votes
Hey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
Aline Gallan
supported this idea
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168 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Aline Gallan
supported this idea
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14 votes
An error occurred while saving the comment Aline Gallan
commented
Critical to be able to set up at same time as loading payment.
Aline Gallan
supported this idea
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We had to eventually purchase a monthly bolt on - Spotlight. Not perfect but better than Xero. We still have to manually capture in Excel then import into Spotlight, and eventually to Xero. Shocking really.