Enter your idea

It would be helpful to be able to edit payment transactions. The only option is to 'Remove & Redo' if a change needs to be made. As an outside accountant, I do not want to delete and redo my client’s transactions. I would prefer to edit the transaction, such as adjusting the date if it was inadvertently entered incorrectly, as necessary.

I had this function in Quickbooks. It would be very useful for your customers.

Sales tax audit report cannot load 1 year worth of transactions. I get it might be too big of a file size, but i think Xero should upscale its capacity to load transactions for at least 1 year.

If company grows,there will be more transactions so I hope it does not impact that.

USD / CAD payments should be able to match payments to invoices in other currencies like GBP or EUR. I find that I cannot match payments to invoices in different currencies.

I have to park it in Suspense account first.

Thanks
Joy

Spend money - can add option to change bank account if we selected wrong bank acount. My client wrongly chose the bank account and has to retype everything, unlike myob can just switch the bank account.

When we first started using Xero income and expenses were being transacted through one bank account. Later in the year another bank account was opened and it was added to Xero. Unfortunately many entries were still recorded in Xero against the old bank account rather than the new one by a colleague. I now have the onerous task of manually reinputting these records against the correct bank account and removing from the incorrect one. As with others I am very frustrated that you can edit all fields apart from the bank account used. Surely this is an urgent issue that needs addressing?

my sales system creates the prepayments, but it is costantly posting them to the wrong bank account it would be helpful to change this in a created prepayment to avoid removing and redoing the full prepayment.

It would be great to edit a client payment instead of remove and redo.

Also, be able to apply receive payment to an invoice.

If Spend money is posted to incorrect bank account, it would be good to easily change the account when you edit it. As far as I can tell, this can't be done so we need to remove and redo and re enter to correct account. Intuit allow this simple functionality so not sure why Xero cant??

You can edit everything in a spend money and receive money transaction apart form the bank account - this is nonsense and reading the comments below I can not believe this change has not been actuated already. It is particularly important when you use Hubdoc or similar as the copy transaction alternative means you lose the attached document in the correction so you have to remove and redo and go back and identify the transactions in Hubdoc and re-sync. Madness!

It is easy enough to copy the transaction to correct the bank used, however, since most of the transactions now have a file attached via HubDoc the job becomes impossible. It should be possible to change the bank as suggested without deleting or re-creating anything.

I'm just starting using Xero, and already I'm questioning my choice having discovered I can't do this...

This would be super helpful. My client set up Stripe transactions to be allocated to the wrong bank account. It has resulted in doubled up transactions and a big tax mess to sort out.

This would be super helpful

This would be really helpful as I import transactions from a CRM and I dont always catch the anomalies. It means I have to change the transaction in the CRM and Xero.

You can edit the bank account but only if it's a batch payment. If you remove and redo, the transaction is gone and you need to start over eg. uploading the transaction from the data capture software again which can be time consuming.

Xero needs to up their ante in order to compete with other accounting packages such as QBO. Sure there is already a function in Xero to be able to re-code general ledger transactions - account, GST code etc. Why can't it be the same with bank accounts?

I could not agree more! This is a basic feature that is missing. Quickbooks does this particular function perfectly. Why can't Xero update this feature as customers have been asking for 3 years for them to do? It's not a difficult programming change/update.

This update is well past-due! It should be a simple change to swap a transaction to a different bank account. I have spent hours using remove & redo to correct a series of transactions entered in the wrong account.

Yes! A simple thing but can be a real time saver.

It can be done in Quickbooks without having to start all over. It’s especially frustrating after entering 10 lines to an invoice to have to start all over. I’d like to please make an official request that Xero add the ability to change payment methods without needing remove and redo. This is such a simple add, I can't believe it hasn't been done already.