Settings and activity
35 results found
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52 votes
Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.
We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.
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20 votes
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Optimus Fintech
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To find additional details about invoice match and reconciliation records, you can check this link: https://optimus.tech/knowledge-base/invoice-matching
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40 votes
An error occurred while saving the comment Optimus Fintech
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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/
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3 votes
An error occurred while saving the comment Optimus Fintech
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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.
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1 vote
An error occurred while saving the comment Optimus Fintech
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Distinguish the personal and non-personal credit cards and then submit for credit card reconciliation services. that might help.
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2 votes
An error occurred while saving the comment Optimus Fintech
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To know more about bank reconciliation practices and to reconcile bank statements in bulk, check the following link:
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2 votes
An error occurred while saving the comment Optimus Fintech
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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.
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3 votes
An error occurred while saving the comment Optimus Fintech
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For more accurate and efficient credit card reconciliation, you can check the process via the following link,
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4 votes
An error occurred while saving the comment Optimus Fintech
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To avoid such conflict in settings, choose the tool that has the ability to recommend customizable options as per your choice, Check more here:
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1 vote
An error occurred while saving the comment Optimus Fintech
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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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51 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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9 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
You can seek experts guidance from Optimus Fintech Team - to simplify the reconciliation process outside US region.
https://optimus.tech/banks-reconciliation