Settings and activity
35 results found
-
171 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Michael Chaffee
supported this idea
·
-
3 votes
Hi Marleth, the Account Transactions report can probably help you here.
You can customise the report to add a Related account column, where you could then run the report to view the bank account and related account each line was coded to. Does this solve your needs?
Michael Chaffee
supported this idea
·
-
3 votesMichael Chaffee
supported this idea
·
-
3 votes
Hi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
Michael Chaffee
supported this idea
·
-
4 votesMichael Chaffee
supported this idea
·
-
5 votesMichael Chaffee
supported this idea
·
-
6 votesMichael Chaffee
supported this idea
·
-
16 votesMichael Chaffee
supported this idea
·
-
32 votesMichael Chaffee
supported this idea
·
-
14 votesMichael Chaffee
supported this idea
·
-
94 votesMichael Chaffee
supported this idea
·
-
230 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Michael Chaffee
supported this idea
·
-
8 votes
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
Michael Chaffee
supported this idea
·
-
109 votesMichael Chaffee
supported this idea
·
-
512 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
An error occurred while saving the comment Michael Chaffee
supported this idea
·
My understanding is that LedgerSync can create a rule for a Client Company e.g. contains "Staples" is categorized as 6720 Office Supplies.
Ok. No difference.
But THEN...while the accountant/bookkeeper is creating that rule for that one Client Company, the rule can be created for ANOTHER Client Company to which the accountant/bookkeeper has access. It's as easy as select next Client Company, a Chart of Accounts pops up. Select which account will be used to categorize the transaction in that Client Company's books. Continuing with the "Staples" example, select 7440 Office Expense for that Client Company. Then, go to the next Client Company, selecting the correct account to use for categorizing the transaction for EACH. It may take a bit of time to go through every Client Company, but it will be LESS time than creating the "Staples" bank rule from scratch in EACH company.
I'm not sure how it will work when adding a new Client Company. Maybe just an edit of all existing global bank rules? Check with LedgerSync.