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24 results found

  1. Bills - Certificate Insurance | Prevent bill from being submitted after COI has expired

    6 votes

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    0 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Kristi, thanks for sharing your idea, and letting us know the changes that matter most for you. We've moved this idea to gain more support from the community. We'll be monitoring this space for more traction. Cheers!

    Charmaine Scott supported this idea  · 

  2. Documents - Add a Search option

    77 votes

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    submitted  ·  32 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Charmaine Scott supported this idea  · 

  3. Auto Bank Rec - Ability to Mark Auto Reconciliation transactions as reviewed

    58 votes

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

    Hi team, we've made reviewing auto-reconciled transactions easier. Review reconciled is now the main review step, and you can filter by reconciliation method and see why each transaction was reconciled.

    At this time there's no way to mark transactions as reviewed yet, so we'll continue gathering support for this here. Thanks

    Charmaine Scott supported this idea  · 

  4. Auto Bank rec - Default setting for all organisations

    62 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for the interest in this idea.

    We've now provided an option when turning auto bank reconciliation on or off where you can apply the setting to all bank accounts in one step.

    From the auto-reconcile settings you'll be able to see history of who changed this and when.

    We haven't added a default for new bank accounts or across multiple organisations at this point. We'll continue to review and share if there's any progress surrounding this, here.

    Charmaine Scott supported this idea  · 
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