Settings and activity
7 results found
-
142 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
An error occurred while saving the comment An error occurred while saving the comment 
Tyler Barker
commented
These Xero developers need to learn from LimeBooks
An error occurred while saving the comment Tyler Barker
commented
It's mad to think that the sorting option actually greys out the option to sort by description. Xero have actually thought about it and instead of allowing to sort by all columns, they purposefully STOP us from doing this. It's ludicrous, don't they know how people work or are they being daft on purpose?
I wish they would stop coming out with new unfinished features, and instead focus on making the existing software work better.
Tyler Barker
supported this idea
·
-
784 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Tyler Barker
commented
Xero staff have fallen asleep on this one
An error occurred while saving the comment Tyler Barker
commented
How is this not one of the basic elements of the software???
Tyler Barker
supported this idea
·
-
392 votes
An error occurred while saving the comment Tyler Barker
commented
How do they leave users hanging for over 10 years?
Tyler Barker
supported this idea
·
-
571 votesTyler Barker
supported this idea
·
-
520 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Tyler Barker
supported this idea
·
-
617 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Tyler Barker
supported this idea
·
-
632 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Tyler Barker
supported this idea
·
It actually seems silly that you can sort by every other field EXCEPT for the most useful one. Seems like it's been done on purpose.