Settings and activity
4 results found
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19 votes
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Daniel Waldron
supported this idea
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142 votes
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.
An error occurred while saving the comment Daniel Waldron
supported this idea
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19 votes
An error occurred while saving the comment Daniel Waldron
commented
I still that this still doesn't seem to be a feature, and it's causing me grief. I have a client with two sites and two xero files. They have similar names and often the invoice gets uploaded to both Hubdoc files, but of course payment will only turn up in the one bank feed.
Over time a mess has been created where invoices have been processed twice, but because it's two separate hubdoc files, it never gets flagged up as a duplicate.
Daniel Waldron
supported this idea
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523 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Daniel Waldron
supported this idea
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I've got a few hundred automatic journals that have been coded incorrectly. As there are other entries using the same account and tax rate, I can't find and recode the one entry in each in the absence of being able to use description as a condition.