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27 results found

  1. Bank feeds - Rayne State Bank (US)

    1 vote
    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston shared this idea  · 

  2. Xero Files - Attach files to Bank or Nominal Accounts

    6 votes
    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  3. Xero HQ - Bank connections page for all clients

    4 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  4. Rules and the Reconciliation Screen

    7 votes
    1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    submitted  ·  AdminHannah G (Admin, Xero) responded

    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 supported this idea  · 

  5. Bank Reconciliation - Indicator of Unreconciled Items in Drop-down Menu

    7 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  6. Bank Reconciliation: Search for transactions across all accounts

    216 votes
    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  7. Bank Reconciliation | Add Contact - Enter full details

    3 votes
    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    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 shared this idea  · 

  8. Published Reports - Save with custom filters

    28 votes
    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?
    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 supported this idea  · 

  9. New Invoicing | Copy to - Purchase order

    153 votes
    107 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  10. Hubdoc - Convert Rayne State Bank statement

    1 vote
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
    How important is this to you?
    Emelie Bankston shared this idea  · 

  11. Reconciliation | Bank Rules - show account

    2 votes
    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston shared this idea  · 

  12. Bank Rules - Bulk edit bank rules to include GST/VAT/TAX

    3 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  13. My Xero/Practice Home - Sort organisations by Most Recent, not alphabetically

    2 votes
    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  14. Bank statement PDF

    8 votes
    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Emelie Bankston shared this idea  · 
    An error occurred while saving the comment
    Emelie Bankston commented  · 

    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.

  15. Practice Manager - Dashboard for client bank feed status

    92 votes
    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  16. Ability to edit the layout of the Check Voucher

    46 votes
    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Emelie Bankston commented  · 

    Same problem here as above. We should be able to edit all components on the layout.

  17. Workpapers - Integration of bank statement request portal

    106 votes
    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  18. Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page

    68 votes
    30 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  19. Bank Feed - Get statements + check images directly from your bank feed

    11 votes
    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston supported this idea  · 

  20. Reconciliation - Show default account for contact when reconciling

    10 votes
    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Emelie Bankston shared this idea  · 
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