Many of you have taken like ducks to water to try our new fast cash coding feature released earlier this month. It’s designed to help accountants work faster with large volumes of client data and with the time this saves it’s obvious why it has been so popular.
We love hearing feedback, good and bad and in the case of fast cash coding there have been a few speed wobbles to overcome. In people’s rush to fast cash-code their statements and import pre-coded statements, mistakes have crept in. And when you can reconcile a hundred transactions a minute, you can also make a hundred mistakes a minute. So we thought whoa! How about we add a couple of buttons so you can quickly fix any mistakes you make in Xero. And that’s exactly what we’ve done. Here’s how they work:
Delete Transactions – from the Account Transactions screen, this button allows you to select multiple transactions and delete them in bulk.
Delete Statement – when viewing a statement from the View all Statements screen, Financial Advisers can now delete the statement and all reconciled bank transactions.
We don’t think it’s a good idea that you delete automatic bank feed statements ever, but if you do notice that you’ve made a large number of mistakes when coding bank transactions, you can now delete and re-code them in no time at all using these new options.