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  1. Reconciliation - Edit bank account for bank transactions (spend, receive, transfer, or payment)

    171 votes

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    61 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.

    To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.

    In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.

    We know this isn’t ideal, but it’s the most reliable option for now.

    We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.

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    Cindy Godwin commented  · 

    This would be very helpful.

    Cindy Godwin supported this idea  · 

  2. Hubdoc - Option to post receive money

    56 votes

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    9 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest from you all in this idea and sharing how this feature would be beneficial to your processes.

    Being upfront the position of this idea has not changed since our update last year and we want to be honest that there are no plans to develop the ability to post receive money transactions in Xero from Hubdoc.

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    Cindy Godwin commented  · 

    This would be helpful.

    Cindy Godwin supported this idea  · 

  3. Banking - Bank deposit slip with subtotals for cash and cheques

    61 votes

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    submitted  ·  19 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Cindy Godwin commented  · 

    This would be helpful.

    Cindy Godwin supported this idea  · 

  4. Bank reconciliation - Import spend & receive money transactions

    111 votes

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

    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

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    Cindy Godwin commented  · 

    This would be very useful!

    Cindy Godwin supported this idea  ·