Settings and activity
4 results found
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5 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how setting Auto Sales Tax as a default at the contact level could streamline your invoicing.
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.
Hamish Dunn
shared this idea
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52 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
An error occurred while saving the comment -
41 votes
Great suggestion, Ben! Thanks for your comment here.
Currently, our automation relies on your Xero organisation's reconciliation history and bank rules, new organisations, or those with a limited history, may find it takes longer for the automation to learn patterns initially.
To get the most out of automation, we do recommend setting up bank rules, keeping your contacts and chart of accounts up to date, and reconciling frequently.
When you're just getting set up and started there is also the option of uploading a pre-coded bank statement to help with getting your first few months of spend and receive money transactions created and reconciled quickly.
We appreciate how this process could help in onboarding new clients and setting up their organisations, and this is something we're exploring. I'll be sure to share any progress of this through the idea here.
An error occurred while saving the comment Hamish Dunn
commented
I can see the value, when managing multiple accounts. I only manage 4 accounts, so 🤷🏼♂️
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81 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
An error occurred while saving the comment Hamish Dunn
commented
Handy but not critical. As someone else said 😇
I could see some value to this, but again not critical (for me)