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  1. 18 votes

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    Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology. 

    Over the coming months you'll see some visual changes as we build and release these updates to Bills. 


    While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement. 

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    Optimus Fintech commented  · 

    We also provide billing reconciliation solutions here. To know more about us, visit our website here: https://optimus.tech/

  2. 33 votes

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    Hi community, thanks so much for the great feedback so far. The changes to Tier 3 reporting standards - especially around grant categorisation are clearly important, and it’s great to see this idea gaining momentum quickly.

    This request is now in the Gaining Support stage, so it’s on our radar for further consideration. If you’re using Tier 3 reporting, we’d love to hear more about what specific features or improvements would help you most. Your input really helps guide the product team’s priorities.

    Please keep the votes and comments coming. We’ll be sure to share updates here as we learn more. Thanks again for being part of the conversation!



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    Optimus Fintech commented  · 

    For a new financial reporting template, please enquire optimus team here:
    https://optimus.tech/get-demo

  3. 70 votes

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    Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.

    While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks

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    Optimus Fintech commented  · 

    Yes — Optimus Fintech can handle that. Our platform lets you create fully customizable report templates, so you can easily add a tracking summary, payroll data, and other financial metrics into one consolidated report. It automates data collection, ensures accuracy, and saves time by generating these reports on schedule.

    reference link: https://optimus.tech/get-demo

  4. 50 votes

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    Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.

    From here you can see the payslips for all employees in that pay period.

    We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.

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    Optimus Fintech commented  · 

    Optimus Fintech enables seamless viewing of payslips within employee records by integrating real-time payroll data.
    Its smart reconciliation engine maps payslip details to actual payments, ensuring accuracy and compliance.
    With secure, role-based access and in-app document previews, it eliminates the need for downloads.
    This enhances payroll transparency and streamlines finance operations for Australian businesses.

    Visit this website: https://optimus.tech/

  5. 17 votes

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    Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Optimus Fintech commented  · 

    You can also consider optimus fintech for AI automated payment reconciliation process, reporting formats, and so on.

    https://optimus.tech/get-demo

  6. 64 votes

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    Optimus Fintech commented  · 

    Try this now in AI powered automated platforms to differentiate the profit and loss easily. For reference, check this platform to get demo for this:

    https://optimus.tech/get-demo

  7. 33 votes

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    Hi team, we appreciate the appetite in this idea for being able to add more tracking categories to suit the needs of eInvioicing in Malaysia. We want to be open that while we have improvements planned for eInvoicing in Malaysia, increasing tracking categories isn't in our plans right now.

    I understand some in the conversation here may already be doing this however to highlight for others - Right now, if you use a Tracking category for this purpose you can also look to add a default tracking to a contacts record which may help with auto assigning these codes for customers you trade with frequently.

    We will continue to watch the interest through this idea closely, and share if there are any updates.

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    Optimus Fintech commented  · 

    To learn more about invoicing reconciliation, you can refer this page,
    https://optimus.tech/knowledge-base/invoice-matching

  8. 28 votes

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    Hi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.

    We've reviewed the idea, and it can now gain support from other community members.

    Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.

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    Optimus Fintech commented  · 

    You can also check automated invoicing reconciliation system to stay assured with the structured cash reconciliation procedures.

    Try here to get demo on this, https://optimus.tech/get-demo

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    Optimus Fintech commented  · 

    For seamless invoice matching and reconciliation purposes, automated financial reconciliation tools would be the best option as it hold history of old and new data that is fed to the system.

    In return, it also remove the duplicates and highlights records that mismatches
    with the invoices data, with more features. To perform this, you can refer this page: https://optimus.tech/knowledge-base/invoice-matching

  9. 13 votes

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    Optimus Fintech commented  · 

    To minimize fee and commissions, rely on AI-powered fee commission reconciliation tools to manage and achieve reconciliation operations with utmost efficiency.

    For eg: https://optimus.tech/product/fees-commissions-reconciliation

  10. 77 votes

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    Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.

    If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!

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    Optimus Fintech commented  · 

    You can seek experts guidance from Optimus Fintech Team - to simplify the reconciliation process outside US region.

    https://optimus.tech/banks-reconciliation

  11. 141 votes

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    Optimus Fintech commented  · 

    To maintain all details accurately and to keep everything to precise, it might need reconciliation platform for efficient record retrieval when required. To learn about it, visit https://optimus.tech/

  12. 3 votes

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    Optimus Fintech commented  · 

    You can check for customizing options to spilt, save, and reconcile. To catch ideas about these options, refer to this website resources to find numerous insights at one place.

    https://optimus.tech/

  13. 4 votes

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    Optimus Fintech commented  · 

    Distinguish the personal and non-personal credit cards and then submit for credit card reconciliation services. that might help.

    https://optimus.tech/credit-card-reconciliation

  14. 2 votes

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    Optimus Fintech commented  · 

    To know more about bank reconciliation practices and to reconcile bank statements in bulk, check the following link:

    https://optimus.tech/banks-reconciliation

  15. 2 votes

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    Optimus Fintech commented  · 

    To keep track of all claims and other bank transactions, you can rely on an AI bank reconciliation tool to automate this process efficiently. For more information, visit this page: https://optimus.tech/banks-reconciliation.

  16. 3 votes

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    Optimus Fintech commented  · 

    For more accurate and efficient credit card reconciliation, you can check the process via the following link,

    https://optimus.tech/credit-card-reconciliation

  17. 35 votes

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    Hi team, sorry it's taken so long for us to return to the idea here.

    I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.

    If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.

    It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks

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    Optimus Fintech commented  · 

    To avoid such conflict in settings, choose the tool that has the ability to recommend customizable options as per your choice, Check more here:

    https://optimus.tech/banks-reconciliation

  18. 4 votes

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    Optimus Fintech commented  · 

    For more such cash reconciliation practices, ideas and suggestions, go through this reference link:

    https://optimus.tech/knowledge-base/cash-reconciliation

  19. 9 votes

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    Optimus Fintech commented  · 

    To reconcile bank accounts and transactions on the go, check this link to know the needed resources for it,

    https://optimus.tech/banks-reconciliation

  20. 15 votes

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    Optimus Fintech commented  · 

    Reconcile financial transactions of your choice at any time. To know more about it, view this website: https://optimus.tech/

    for professional tips and ideas.

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    Optimus Fintech commented  · 

    Automatic reconciliation in banking drives the most accurate form of reconciliation results. To achieve this, we have to customize the dashboard with required documents, files, and formats to make it easy. For more details, visit https://optimus.tech/knowledge-base/bank-reconciliation

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