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5 results found

  1. Find & Recode - Reverse Find & Recode

    27 votes

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    2 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

    Hi team, while we appreciate the support here we want to be open that we don't have any plans for introducing the ability to undo or reverse a find & recode that has been performed. We appreciate the impact using the feature can have which is why it is currently only available to users with the Advisor role and we also suggest checking in with your adviser before making use of this feature.

    Joshua Mansley supported this idea  · 

  2. Find and Recode - Sort on Find and Recode by description

    157 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

    Joshua Mansley supported this idea  · 

  3. Find & Recode - Ability to split transactions

    10 votes

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    submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Joshua Mansley supported this idea  · 

  4. JAX Auto reconcile bank rules only

    40 votes

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    13 comments  ·  Automatic bank reconciliation beta  ·  Admin →
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    In development  ·  AdminKelly M (Community Manager, Xero) responded

    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 🙂

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    Joshua Mansley commented  · 

    It would be super helpful if Jax could Auto-Reconcile Bank Rules ONLY as it does not correctly allocate the other transactions but bank rules are fine to be auto reconciled.

    Joshua Mansley supported this idea  · 

  5. Reconciliation - Adding undo option

    37 votes

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    submitted  ·  22 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Joshua Mansley commented  · 

    An undo button would be extremely helpful for accountants and business owners when reconciling. I know my clients would appreciate an undo button to show up at the bottom corner of the page for approx 5 seconds.

    Joshua Mansley supported this idea  ·