Settings and activity
7 results found
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11 votes
Hi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
David Gould
supported this idea
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45 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.
David Gould
supported this idea
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11 votes
It's great to hear you find the Credit Note detection useful, and can understand why you'd like to see this for bank statements as well.
We've reviewed your idea and we'll be keeping a close eye on the support this gains in the forums here.
If there is any news to share, we'll update you here.
David Gould
supported this idea
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7 votes
Hey Will, thanks for raising this idea with us and for sharing your interest in having Allica available as a bill pay bank with Crezco 😊
This idea is now open for others to vote and comment on. Feel free to share it with colleagues and others who’d also like to see this option, so we can get a sense of the support from the community.
We’ve also raised this with Crezco so they’re aware of the interest in making Allica available. Any updates will be posted here.
David Gould
supported this idea
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24 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 🙂
An error occurred while saving the comment David Gould
supported this idea
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108 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
David Gould
supported this idea
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138 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
David Gould
supported this idea
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Adding the name of the supplier (which is already on the form about 20mm away)- and the name of our own company (if we don't know that we ought to shoot ourselves) Everything else we can read by pressing one button to see a pdf of the original invoice. This feature is completely superfluous and a good example of bloatware.