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  1. Reconciliation - Add Reference without clicking add details

    9 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.

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    Johnny Wallbridge commented  · 

    PLEASE add a reference field on the Reconcile screen under "Create" tab.

    When reconciling hundreds of transactions that need references, having to click on on "add details" for each one is incredibly time consuming.
    PLEASE add the reference field under or next to the "Why" field.

    Attached is a simple mockup of how clean this could look.

    Johnny Wallbridge supported this idea  · 

  2. Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

    25 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Johnny Wallbridge commented  · 

    How there is still no way to add a reference on the Reconcile screen under "Create" tab is mind blowing to me.
    When you have hundreds of transactions that need references, having to click on on "add details" for each one is incredibly time consuming.
    PLEASE add the reference field under or next to the "Why" field.
    Attached is a mockup of how this could look.

    Johnny Wallbridge supported this idea  · 

  3. Find and Recode - Sort on Find and Recode by description

    140 votes

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    58 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Johnny Wallbridge supported this idea  · 
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    Johnny Wallbridge commented  · 

    Every year I need to tidy up my accounts and every year I can't believe this still hasn't been implemented.