Settings and activity
42 results found
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17 votes
Thank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
An error occurred while saving the comment -
18 votes
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.
An error occurred while saving the comment 
Optimus Fintech
commented
We also provide billing reconciliation solutions here. To know more about us, visit our website here: https://optimus.tech/
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37 votes
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!
An error occurred while saving the comment Optimus Fintech
commented
For a new financial reporting template, please enquire optimus team here:
https://optimus.tech/get-demo -
78 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
An error occurred while saving the comment 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
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57 votes
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.
An error occurred while saving the comment 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/
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18 votes
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.
An error occurred while saving the comment Optimus Fintech
commented
You can also consider optimus fintech for AI automated payment reconciliation process, reporting formats, and so on.
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74 votes
An error occurred while saving the comment 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:
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33 votes
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.
An error occurred while saving the comment Optimus Fintech
commented
To learn more about invoicing reconciliation, you can refer this page,
https://optimus.tech/knowledge-base/invoice-matching -
30 votes
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.
An error occurred while saving the comment 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
An error occurred while saving the comment 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 -
14 votes
An error occurred while saving the comment 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
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81 votes
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!
An error occurred while saving the comment Optimus Fintech
commented
You can seek experts guidance from Optimus Fintech Team - to simplify the reconciliation process outside US region.
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160 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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4 votes
An error occurred while saving the comment Optimus Fintech
commented
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
commented
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
commented
For more accurate and efficient credit card reconciliation, you can check the process via the following link,
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36 votes
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
An error occurred while saving the comment 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:
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4 votes
An error occurred while saving the comment Optimus Fintech
commented
For more such cash reconciliation practices, ideas and suggestions, go through this reference link:
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9 votes
An error occurred while saving the comment Optimus Fintech
commented
To reconcile bank accounts and transactions on the go, check this link to know the needed resources for it,
That’s a great point — GST reconciliation can get messy when filed amounts don’t sync properly with running balances or cumulative summaries. One approach that’s worked for us is using an automated reconciliation platform that keeps track of filed vs. unfiled GST data continuously. For example, Optimus Fintech has built-in modules that sync tax ledger data, detect mismatches, and maintain cumulative balances automatically between filing periods. It might save time on those long multi-year reconciliations. You can check their platform here:
https://optimus.tech/