Settings and activity
17 results found
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15 votes
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1 vote
Is there a reason the note cannot be left in the Discuss tab, Louis?
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Optimus Fintech
commented
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
commented
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
commented
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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383 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
commented
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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142 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
commented
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 -
21 votes
An error occurred while saving the comment Optimus Fintech
commented
For effective and customized bank reconciliation practices, here is the web link that might fetch you the needed insights.
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5 votes
An error occurred while saving the comment 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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87 votes
An error occurred while saving the comment Optimus Fintech
commented
You can also check with Optimus Bank reconciliation team for expert advice on bank reconciliation to sort this out.
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20 votes
An error occurred while saving the comment Optimus Fintech
commented
For more new ideas about banking reconciliation practices, visit this webpage: https://optimus.tech/knowledge-base/bank-reconciliation
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6 votes
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
An error occurred while saving the comment Optimus Fintech
commented
According to tools analysis, Rules are not fully viewable unless you have access to pro or premium upgrades. If you still would like to know what rules are applied behind the financial reconciliation screen, I would help you to check the following links to understand it.
https://optimus.tech/roles#operations
Trintech
blackline -
210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
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96 votes
An error occurred while saving the comment Optimus Fintech
commented
To solve the complications while reconciling the bulk volume of bank records, you can also check the link below to solve such issues or get some expert advice.
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Optimus Fintech
commented
For financial or payment reconciliation practices, here is another new software to ease your productivity. Website link: https://optimus.tech/
Here is another alternative choice to ease your reconciliation.
https://optimus.tech/product/payment-reconciliation