Settings and activity
3 results found
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33 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jo Bosson
supported this idea
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38 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jo Bosson
commented
YES please - frustrates me and clients so much
Jo Bosson
supported this idea
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25 votes
An error occurred while saving the comment Jo Bosson
commented
Its always been massive bug bear of mine to not be able to CHOOSE the bank Rule you want to apply if it doesn't 100% match. Sometimes you can setup a bank rule and all works well then for some reason something changes on how feeds imported and the rule doesn't 100% match so you have to tweak it. To be able to choose it like you can in Cash Coding would be amazing.
ALSO we DON'T give client access to Cash Coding as they often MESS this up big time and so we prefer them to stay away from this and so this means they DON'T have access to this option to choose a bank rule.
I CAN'T understand how this isn't important enough to make a feature
Jo Bosson
supported this idea
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100% agree.
Even just adding a “Banks” tab alongside Home, Sales, Purchases, Reporting, etc., would help.
We have a client with around 30 bank accounts – a mix of credit cards, foreign currency, and NZ accounts. Being able to quickly search or filter to find the right account for reconciliation would make a huge difference.
Right now, having all banks on the dashboard is incredibly clunky – and it means we can’t use other useful widgets for insights because the space is overrun with bank accounts.