Settings and activity
7 results found
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2 votes
Hi David, thanks for bringing this to the community. We understand the request to choose which Bank Rules can auto-reconcile, rather than having an all-or-nothing setting for the account.
This could make it easier to automate routine transactions while keeping more complex supplier or customer transactions for manual approval.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the setting to work.
Jake Dight
supported this idea
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15 votes
Aaah, wait apologies I see you mean the reconciled page related to transactions that have been reconciled through auto bank rec.
Good information to share back with the team, and we'll keep a close eye on the interest for this here. Thanks!
Jake Dight
supported this idea
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56 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Jake Dight
supported this idea
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37 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
Jake Dight
supported this idea
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39 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Jake Dight
supported this idea
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101 votes
Hi team, we've just launched passkeys to our first group of users. From this week, Xero Me app users who haven't set up MFA yet will be able to use passkeys to log into Xero. Next, we'll be progressively rolling this out to more users over the coming months. We look forward to and welcome your feedback here. As we have more news on the rollout I'll share with you on this idea.
An error occurred while saving the comment An error occurred while saving the comment Jake Dight
commented
Please enable passkeys for xero login! Very tired of constant 2fa requests from xero.
Jake Dight
supported this idea
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286 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
An error occurred while saving the comment Jake Dight
commented
Hi Team, just wanted to further emphasize that this feature change is highly desired and would make a massive difference to our small business.
At present cash summary reports are inaccurate and taking a lot of work to rectify.
Please prioritize making the checkbox unticked by default or provide a custom preference for the journals to post on an accrual basis. Thanks in advance
Jake Dight
supported this idea
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Xero Me got passkeys a year ago! When is the rest of Xero going to get it?