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5 results found

  1. Bank Rules - Copy Bank Rules

    143 votes

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

    Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

    It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

    It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

    Jodie Smith supported this idea  · 

  2. XAA - Log each login when using the App

    5 votes

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    0 comments  ·  Users & setup » Login  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Jodie Smith supported this idea  · 

  3. Bank Reconciliation - Untick 'Show (currency) items only' by default

    58 votes

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    33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your feedback and for sharing your thoughts on this idea. We understand having to untick the "Show (currency) items only" adds extra clicks and slows you down. Our current default setting is designed to help prevent common reconciliation mistakes. Most users primarily reconcile transactions in their local currency, so defaulting to that view helps keep the screen less cluttered and reduces the risk of accidental mismatches with foreign currency transactions, which can be complex. For now, the process is to untick the "Show [currency] items only" box whenever you need to reconcile a foreign currency transaction. We know this isn't a perfect solution for everyone, but we wanted to provide some context on why the current design is in place. We'll continue to listen to your feedback and will let you know if anything changes. Thanks for being part of the Xero community!

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    Jodie Smith commented  · 

    Has this still not been made an option yet?!

    Jodie Smith supported this idea  · 

  4. VAT reconciliation - Show which VAT return transactions are submitted on

    23 votes

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    submitted  ·  3 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Jodie Smith supported this idea  · 

  5. Hubdoc - Bulk edit and archive documents

    30 votes

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    submitted  ·  11 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Jodie Smith commented  · 

    is this a thing yet?