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9 results found

  1. Reconciliation - Show the full statement line in reconcile screen

    32 votes

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    submitted  ·  10 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Admin Laude Classics supported this idea  · 

  2. Bank Reconciliation - Reconcile both sides of a Transfer in one go

    8 votes

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    submitted  ·  3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Admin Laude Classics supported this idea  · 

  3. Bank rule - Ability to set up overpayments to a supplier

    14 votes

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    submitted  ·  3 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Admin Laude Classics supported this idea  · 

  4. Bank reconciliation - Increase find and match limit

    4 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks for sharing your idea with us, Dora. We appreciate you taking the time to let us know what changes matter to you.

    Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.

    Admin Laude Classics supported this idea  · 

  5. Cash coding - Floating headers in cash coding screen

    8 votes

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, just a quick update to let you know we’ve reviewed this idea and marked it as Gaining Support.

    The suggestion to add floating headers in the cash coding screen makes a lot of sense, especially for those of you working through long lists of transactions.

    We’re keeping an eye on how much interest this gets, so if it’s something that would help you, feel free to add your vote or leave a comment. That kind of input really helps when we're looking at what to prioritise next.

    Admin Laude Classics supported this idea  · 

  6. Spend Money - Prefill last entered transaction

    2 votes

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    2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the extra detail, Sandy. We don't have any direct plans around this atm, however we're working on automated bank reconciliation which should help cut down the manual entry of reconciliations for spend money transactions overtime.

    There is also Bank rules that can pick on particulars of your statement lines to help with reconciling - However, it sounds like you're manually creating these transactions before they're reconciled?

    Admin Laude Classics supported this idea  · 

  7. Bank Reconciliation - Show newest transactions first when sorting

    10 votes

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    2 comments  ·  Banking & chart of accounts » Reconciliation  ·  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've reviewed your idea to show newest transactions first when sorting 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.

    Admin Laude Classics supported this idea  · 

  8. Bank Reconciliation - Copy transfer transaction

    5 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Gregory, thanks for raising an idea in the forums here. To try get a better understanding of your workflow, is there a reason you would generally want to create the Transfer transactions prior to reconciling in your bank account?

    Admin Laude Classics supported this idea  · 

  9. Bank Reconciliation - Filter by spend/receive money

    37 votes

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    submitted  ·  9 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Admin Laude Classics supported this idea  ·