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← Share and support customer ideas for Xero

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4 results found

  1. Contacts - Set always on Auto Sales Tax at the contact level

    3 votes

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    0 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Hamish Dunn shared this idea  · 

  2. Auto Bank Rec | Statistics - Automation over time

    42 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    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.

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    Hamish Dunn commented  · 

    I could see some value to this, but again not critical (for me)

  3. Auto Bank Rec - Mass upload auto-coding

    35 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, Chris. Appreciate how automated coding via an import file would be helpful when onboarding a new client.

    Our product team are paying close attention to feedback coming from our beta users. We'll keep a close eye on others that'd like to see this too, and share if there are any plans.


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    Hamish Dunn commented  · 

    I can see the value, when managing multiple accounts. I only manage 4 accounts, so 🤷🏼‍♂️

  4. Auto bank rec | Settings - Show on the Dashboard

    67 votes

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    6 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for the interest in this idea, everyone! We're currently exploring how we could make automation more visible from the Homepage/Dashboard. 🙂

    So, imagine we updated the bank account widgets. How would you rank the importance of different statistics? Complete our short, anonymous poll here.📊

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    Hamish Dunn commented  · 

    Handy but not critical. As someone else said 😇