Settings and activity
4 results found
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27 votes
Thanks for letting us know the report suggestions that are most important to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Daniel Waldron
supported this idea
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143 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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526 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
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.