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  1. JAX | Auto reconcile - Ability to set parameters

    28 votes

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    15 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.

    Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.

    I will share another update as this comes to life and keep you updated of it's release here. 🙂

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    Sam Clarkson commented  · 

    I'm toying with Auto Reconciliation with partial success.
    Simple transactions (paying an invoice are easy, too easy in fact. The problem is when I have to attach a tax invoice to the auto reconciled transaction. I have to reopen it and do the drop thing. Which kind of negates the point of it. I might as well just use the traditional method.
    Whereas some large repetitive reconciliations such as Stripe transaction runs are likely to be a real boon on an ongoing basis.
    So....is there a way to turn on auto-rec for some things and off for other things?

    Sam Clarkson supported this idea  · 

  2. Bills - Turn a draft bill into a credit note

    147 votes

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    21 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Sam Clarkson commented  · 

    I'd suggest that pretty much everyone in business deals with credit notes, yet Xero doesn't! What's needed is a button alongside the "Print PDF" and "Bill options" called "This is a Credit Note". Please do NOT make it buried under the "Bill options" that just makes for unnecessary clicks.
    And, while were at it... the "approve" button could have its drop down removed and all three sub-options be bought up to the front to save unnecessary clicks
    And...what about statements? Why does Xero have no ability to handle statements? The "This is a credit note" button could have a "This is a statement" button beside it.
    (I'd suggest the "Print PDF" button could be moved to the "Bill options" drop down menu. Notsure how often others use that feature, but I only rarely do.