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  1. JAX Auto reconciliation - The description and/or reference doesnt pull through to the transaction when auto reconciled

    14 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 the feedback around adding the description or reference form the statement line when auto reconciling with JAX. We really appreciate the feedback as it is invaluable to our Product team. 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!

    Ben Carberry supported this idea  · 

  2. JAX Auto reconcile bank rules only

    10 votes

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

    Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.

    We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂

    Ben Carberry supported this idea  · 

  3. Auto Bank Rec - Show Invoice Numbers in Auto Reconcile

    5 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 how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.

    Ben Carberry supported this idea  · 

  4. Global Search - Sort results by Date, Total, or Status

    27 votes

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    submitted  ·  23 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Ben Carberry commented  · 

    Pleas add sort options to the search results by header items. Xero shows results in a random order, very annoying when trying to find a transaction.

    Ben Carberry supported this idea  · 

  5. Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards

    3 votes

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    0 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi Ben, thanks for sharing your idea. I’ve moved this to Gaining Support.

    Currently, our direct feed agreement with CBA is limited to their business and corporate products. However, with the ongoing rollout of Open Banking in Australia, we know there is a lot of interest in seeing more personal account types supported.

    I’ve updated the title to "Bank Feeds - Support for Commonwealth Bank (CBA) personal credit cards" so other community members can easily find this and add their votes.

    Quick Tip for now: Until a direct feed is available, the most efficient way to get those transactions in is to download an OFX or CSV file from NetBank and use the "Import a Statement" feature in Xero. You can find a step-by-step guide on manual imports here.

    Ben Carberry shared this idea  ·