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4 results found

  1. Bank reconciliation - Apply bank rules automatically by default

    84 votes

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    25 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen. 

    While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks 

    Amy Goodwin supported this idea  · 

  2. Xero HQ: View client lock dates in HQ

    17 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Amy Goodwin supported this idea  · 

  3. Bank Reconciliation - Make Files button available without clicking 'Add details'

    26 votes

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    submitted  ·  11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Amy Goodwin supported this idea  · 
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    Amy Goodwin commented  · 

    Ability to drag and drop documentation straight to the transaction line on the bank rec screen (rather than having to click on Add Details first)

  4. Reporting - Attach documents to published reports

    22 votes

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    8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Amy Goodwin supported this idea  ·