Settings and activity
4 results found
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59 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 🙂
Ruth Roylance
supported this idea
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61 votes
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.
Ruth Roylance
supported this idea
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48 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Ruth Roylance
supported this idea
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319 votes
Hi team, we get how useful it'd be to add a task or reminder in Xero and see it again the next time you log in.
We've just released custom Tasks to the Homepage Tasks widget so you can capture work that Xero doesn’t create tasks for automatically.
Simply use the 'New Task' button in the Tasks widget, or the '+' icon in the widget once typed, to create a one-off task. You can then edit, mark it complete, delete it or view completed tasks.
At a glance you'll be able to get a view of the things you need to follow-up, and help you track progress within Xero. ✅
Any user in your organisation with Standard or Adviser access will be able to make use of this tool for their personal organisation.
We appreciate your inputs and helping us understand how tasks could be more meaningful for your workflows.
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An error occurred while saving the comment Ruth Roylance
supported this idea
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Missing information, changes in banking, unknown deposits or checks would be great by practice client. Also to have a general overall to do list with dates your promised projects to be done, or dates to import information. Totally a necessary item to add on.