Settings and activity
9 results found
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Katy Davies
supported this idea
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5 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!
Katy Davies
supported this idea
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4 votes
Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
Katy Davies
supported this idea
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11 votes
Thanks for sharing how we could improve auto bank rec for your workflows, Michelle. We'll start to gather others interest in this from your idea here. Our product team are keeping a close pulse on the feedback in this forum and I'll be sure to let you know if there are any updates.
Katy Davies
supported this idea
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15 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. 🙂
Katy Davies
supported this idea
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An error occurred while saving the comment -
30 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 🙂
Katy Davies
supported this idea
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35 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Katy Davies
supported this idea
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87 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
Katy Davies
supported this idea
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99 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
An error occurred while saving the comment Katy Davies
commented
Allocate a tracking category to products and services so all sales assosiated with that produc automatically allocate to that product
Katy Davies
supported this idea
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being able to turn off the auto reconile from memory or predictions would be a huge improvment