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  1. Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab

    20 votes

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    submitted  ·  4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Julia Wills commented  · 

    It would be great if this could be added. It slows down processing time dramatically when you have to click match on every transaction that has a comment in it after processing a batch of bills to see if it matches.

    Julia Wills supported this idea  · 

  2. Email to bills - Auto exclude 'extra' attachments like social tiles & email signature

    10 votes

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    submitted  ·  4 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Julia Wills commented  · 

    Block email body attachments from creating draft bills or attaching to existing bills. When forwarding bills to Xero it either adds the email signature tiles or thinks they are separate bills which it then can't read details for because they don't exist. This wastes significant time deleting the extra documents to complete the drafted bill as well as deleting bills that aren't actually bills but rather someone's email signature. When sending multiple pngs/jpegs on one email the confusion with the email signature has meant all bills end up as one draft. Eg. You send 5 png/jpeg bills to Xero, instead of 5 different drafts you get one plus all of the email tiles.

    Julia Wills supported this idea  ·