Settings and activity
27 results found
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4 votes
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1 vote
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Optimus Fintech
commented
For more such cash reconciliation practices, ideas and suggestions, go through this reference link:
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8 votes
An error occurred while saving the comment Optimus Fintech
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To reconcile bank accounts and transactions on the go, check this link to know the needed resources for it,
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7 votes
An error occurred while saving the comment Optimus Fintech
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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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49 votes
An error occurred while saving the comment Optimus Fintech
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Reconciling Bank accounts might be tedious if bank reconciliation software/application is not chosen. Usage is also must to seek effective results throughout the financial reconciliation process.
Here is the reference link that explains how Optimus Bank Reconciliation works and yield results seamlessly.
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38 votes
An error occurred while saving the comment Optimus Fintech
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To reconcile Payments effortless and faster than before, check with Optimus Fintech - AI Payment reconciliation tools,
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3 votes
Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
An error occurred while saving the comment Optimus Fintech
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For effortless financial reconciliation practices, refer to this page:
https://optimus.tech/product/ai-in-payment-reconciliation
To achieve accurate transactions reconciled. -
7 votes
An error occurred while saving the comment Optimus Fintech
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Check here to achieve seamless financial reconciliation process and transactions in bulk/large volume with AI tools.
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3 votes
An error occurred while saving the comment Optimus Fintech
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For effortless and quick bank reconciliation steps, view this page: https://optimus.tech/banks-reconciliation
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15 votes
An error occurred while saving the comment Optimus Fintech
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Here is another alternative choice to ease your reconciliation.
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1 vote
Is there a reason the note cannot be left in the Discuss tab, Louis?
An error occurred while saving the comment Optimus Fintech
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Reconciling payments or finance includes a set of operations. To perform it effectively and easily, you can check here:
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6 votes
An error occurred while saving the comment Optimus Fintech
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Payment reconciliation in bulk is seamless when you enable ON the required settings and details and share them in high volume. To know how to achieve it, refer this link: https://optimus.tech/product/payment-reconciliation
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7 votes
An error occurred while saving the comment Optimus Fintech
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If you're still looking for payment reconciliation practices in part or full, you can also check it here: https://optimus.tech/product/payment-reconciliation
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9 votes
Hey community, thanks for your continued interest and feedback on this idea.
Right now, you can set up bank rules to code future payroll payments, or turn on Suggest previous entries so that Xero suggests a transaction each time.
If there's any future changes we will let you know on the thread here. Thanks
An error occurred while saving the comment Optimus Fintech
commented
For additional assistance and purpose of AI in payment reconciliation practices and information, you can also check us at:
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434 votes
Hi everyone, thank you for all the interest and we appreciate the needs for those using foreign currency to have more efficiency in how you process these bills for payment. Your feedback and votes here have not gone unnoticed - We have a team that have been doing some ground work in this space and at this time we have beta that we'd like to invite any UK customers to join and feedback to our team on the experience. If you'd like to be a part of this please fill in our form here and we'll be in touch.
We appreciate this idea is farther reaching than UK alone and while the beta is limited to this region for the time being, based on results we will look at expanding this to other places.
We'll keep you updated of further developments here.
An error occurred while saving the comment Optimus Fintech
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For additional AI related, single, and bulk payment reconciliation ideas and solutions, you can check this link or can visit us to get immediate assistance.
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4 votes
An error occurred while saving the comment Optimus Fintech
commented
If you're still looking for invoices to increase or decrease the entire reconciliation process, here is the reference link that might fetch you a plan for it.
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144 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Optimus Fintech
commented
To achieve full accuracy in financial reconciliation practices, you can check the following page to track the working source:
Optimus Fintech
supported this idea
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2 votes
An error occurred while saving the comment Optimus Fintech
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You can check this automatic processing with any automatic reconciliation software, feeding the required details in the beginning to maintain the record through out the process. To know more about it, you can check this reference link added here.
https://optimus.tech/knowledge-base/automated-reconciliation -
24 votes
An error occurred while saving the comment Optimus Fintech
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For effective and customized bank reconciliation practices, here is the web link that might fetch you the needed insights.
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8 votes
An error occurred while saving the comment Optimus Fintech
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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
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