Settings and activity
26 results found
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16 votes
Hey everyone! The ability to manually refresh your bank feed really depends on the type of connection you have. For many banks connected via Yodlee, you can already give the feed a nudge and refresh it manually within Xero when you're ready to reconcile. Some of our direct API connections also support this, with a few even importing transactions in near real-time.
As this feature is only available on some feeds, we've moved this idea's status to 'Gaining Support' to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
While building a manual refresh option for every feed type is not on our immediate roadmap, we're keeping a close eye on your votes and comments to help us gauge demand for future work.
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Emelie Bankston
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1 voteEmelie Bankston
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7 votesEmelie Bankston
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4 votesEmelie Bankston
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8 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)
Emelie Bankston
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7 votesEmelie Bankston
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230 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.
Emelie Bankston
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4 votes
An error occurred while saving the comment Emelie Bankston
commented
Add a link to the reconciliation page that we can click on to edit/add a Contact at that moment. Would love to set up a new contact on the reconciliation page and at the same time key in info for the Contact at that time instead of having to get out of the reconciliation screen and open the contacts screen.
Emelie Bankston
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30 votes
An error occurred while saving the comment Emelie Bankston
commented
Please save this report as we see it with decimals. I have to save this report twice as I never remember to go to the bottom and check off use decimals.
Emelie Bankston
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163 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Emelie Bankston
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1 voteEmelie Bankston
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2 votesEmelie Bankston
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3 votesEmelie Bankston
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3 votesEmelie Bankston
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265 votes
An error occurred while saving the comment Emelie Bankston
commented
On organizations you have using bank feeds, a pdf of the bank statement should pop up in Xero once the bank publishes them. QBO has this feature so easy to look at a bank statement while reconciling the account and will also show pictures of the cleared checks.
Emelie Bankston
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An error occurred while saving the comment Emelie Bankston
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Have the ability to see a bank statements and credit card statement while in Xero like QBO has it set up. Now I have to log into each bank acct to print out the bank statements whereas if it were aleady in pdf form in the orginaztion I would just have to print it out. This feature is so nice to have in QBO, would be great too in Xero.
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94 votesEmelie Bankston
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55 votes
An error occurred while saving the comment Emelie Bankston
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Same problem here as above. We should be able to edit all components on the layout.
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109 votesEmelie Bankston
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75 votesEmelie Bankston
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10 votesEmelie Bankston
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My original post was to get the actual bank statement pdf downloaded into Xero automatically. Not refreshing the feed. Would love to click on the bank statement from the bank while in Xero to view it.