Settings and activity
3 results found
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282 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Kim Harris
supported this idea
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2 votes
I just wanted to provide a quick update on this idea.
We’ve recently made an update to the Mark as Paid flow to help prevent accidental clicks. An additional warning message now prompts you to re-confirm before completing the action.
We’ll continue to track support for this request. Make sure to share this page with any colleagues so that more feedback on this topic can be captured!
Kim Harris
shared this idea
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93 votes
Hi everyone, we just wanted to provide a quick update on this one as the upcoming payday super changes will be top of everyone's minds.
The current approval step is important for both cash flow management and security and the community has also suggested a few different ideas on how to approach this:
- Setting up multiple auto super authorisers - currently in discovery
- Super Payment Authorisation via Xero Verify - currently gaining support
If either of these ideas reflects what’d work best for you, please add your vote, to help us get a clearer understanding what matters most to our community.
When we’re through the thick of EOY and initial payday super is rolled out, our product team will circle back around to these ideas to review.
Kim Harris
supported this idea
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