Settings and activity
36 results found
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9 votes
Thanks for sharing your idea, Claire.
We'll track the interest for a warning if the supplier bank account in Hubdoc if the this differs to Xero, here.
Michael Chaffee
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176 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
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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
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3 votesMichael 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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4 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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95 votes
Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.
With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.
This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.
Michael Chaffee
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241 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
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10 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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524 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…
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.