Settings and activity
5 results found
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35 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
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Samantha Marlow
supported this idea
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27 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
An error occurred while saving the comment Samantha Marlow
commented
I second this.
The new auto-reconcile should come with some customisation similar to when setting up a bank rule.
I want the bank rules to auto-reconcile but do not want anything else to be reconciled without documentation.
Samantha Marlow
supported this idea
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4 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Samantha Marlow
commented
This is something we need - specifically when creating an adjustment payrun, you should be able to click a button to "reverse" the entire payrun and all items including super and tax instead of entering these values manually.
Samantha Marlow
supported this idea
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9 votesSamantha Marlow
shared this idea
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78 votes
Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.
An error occurred while saving the comment Samantha Marlow
commented
Yes! But not just for yearly closure! Would be amazing to have the option to select and add the same type of leave for a full list of employees on the same page.
Samantha Marlow
supported this idea
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Ability to deactivate "Turn Auto-Reconcile On" suggestion in all bank account screens in the main Xero settings to remove clients temptation to turn this on for bank accounts that it is not suitable for.