Settings and activity
13 results found
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16 votes
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7 votes
Thanks for sharing your idea, and letting us know how the ability to set a default for the currency filter in bank reconciliation would aid your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Accounts Department
supported this idea
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5 votes
Thanks for sharing more detail around your workflow. We understand the request to edit a reconciled batch without needing to remove and recreate it. Having the flexibility to make minor changes to an existing batch could help save time and reduce rework.
In the meantime, you can leverage the Batch Payment feature to select relevant bills and credit notes from the Bills list, and create a batch payment transaction. You can then simply match the batch payment transaction to the statement line without having to manually select each bills from the Find & Match table.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to use it.
Accounts Department
supported this idea
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26 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show newest transactions first when sorting and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Accounts Department
supported this idea
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5 votes
Hi Hayley, thanks for bringing this idea to the community. We understand that being able to link refunds back to the original transaction could simplify reconciliation and record keeping.
I've updated the status to Gaining Support so we can continue tracking interest. If this were introduced, how would you like the linking process to work? Your input could help shape the approach.
Accounts Department
supported this idea
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5 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Accounts Department
supported this idea
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8 votes
Totally get the forward thinking here, thanks for sharing! We're continuing to think about how we can bring more automation to reconciling your accounts and while this isn't something we have direct plans of atm we'll keep a close eye on the support here and be sure to share if there are any updates planned.
Accounts Department
supported this idea
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25 votes
Thanks for sharing your idea to colour code spent and received items on the bank reconciliation screen.
We've reviewed your request and it's a great one. Now, it's up to the community to show their support.
Be sure to share your idea with colleagues and others who would benefit from this feature so they can add their vote and comments. This will help our product team see just how important this improvement is to our users.
Accounts Department
supported this idea
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14 votes
Hi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
We've reviewed your idea, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too!
Accounts Department
supported this idea
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85 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
Accounts Department
supported this idea
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18 votes
Thanks for letting us know what changes matter most to you! Your idea is now in the hands of the community.
Now is a great time to share the post with your team and colleagues to gather more votes. We’ve also opened up the comments so others can chime in on how your suggestion would make their experience with Xero even better.
Accounts Department
supported this idea
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95 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
Accounts Department
supported this idea
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14 votes
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
Accounts Department
supported this idea
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I would also like to be able to reconcile invoices using the Reference field, rather than only the invoice number.
We often enter customers' PO numbers in the Reference field, and when customers make payment, they frequently quote the PO number rather than our invoice number. This functionality is crucial for us, as I reconcile hundreds of invoices and currently have to search for the corresponding invoice numbers separately, which is extremely time-consuming.
Ideally, during bank reconciliation, Xero should automatically suggest a match based on either the invoice number or the Reference field. This would make the reconciliation process significantly quicker and more efficient.