Settings and activity
32 results found
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3 votes
Michael Chaffee
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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
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5 votesMichael Chaffee
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8 votesMichael Chaffee
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7 votesMichael Chaffee
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17 votesMichael Chaffee
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33 votesMichael Chaffee
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15 votesMichael Chaffee
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247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Michael Chaffee
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11 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
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112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Michael Chaffee
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537 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.
An error occurred while saving the comment Michael Chaffee
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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.