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13 votes
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35 votes
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.
Andrew of Smarter Numbers Pty Ltd
supported this idea
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42 votes
Great to see you're getting in to test our new automated bank reconciliation. Can see how this would be useful if you often work with a lot of Xero organisations.
We'll start gauging the interest for this from others here, and our product teams are taking on board all feedback so I'll share if there are any updates. Thanks!
Andrew of Smarter Numbers Pty Ltd
supported this idea
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67 votes
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.📊
Andrew of Smarter Numbers Pty Ltd
supported this idea
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To save on unnecessary clicks / comms once a pre-defined task / process has been completed, why can't Xero automatically send a RSS feed to the next in line to review or progress the task thereafter.
For example, (say) a bookkeeper completes a bank reconciliation, or aged debtors review, or aged payables reconciliation task on a monthly basis. Once finalised, say a question is posed "Have you completed this task ?" or a field is made available within Xero for the concluding team member to click to close this function as part of an Audit trail and in so doing the next in line, say Reviewer or Partner receives a RSS feed into their Workpaper To Do List to progress through.