97 results found
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Investec Feed - Change bank statement Date imported
Would love to be able to change the dates on bank statements that are brought in via Bank Feeds as the import from Investec uses the Transaction Date instead of Action Date, which messes with the Bank Reconciliation reports, as they don't match the bank statement opening and closing balances
2 votesChecking in with our Bank Feeds team on your idea, Margaret - we'd recommend raising a direct case with our support team so we can dig in a little more and confirm the mapping of the dates that you're referring too. You can touch base with them through Xero Central.
I'll close your idea here but do urge you to come into Support 🙂
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Quotes to have more lines
Quotes - Please give us drop down menu to add more than one line at a time. My Quotes are over several pages to a big customer. Adding one line at a time is not efficient.
Previously when an Item from the Products & Services is picked and when highlighted, and you push "Tab" it picks it and enters it. Now that function doesn't work instead, you have to click with the mouse. Not having shortcuts is time consuming. The previous way was better and more efficient.
2 votesHi Shirani and Tarryn, rounding back to the idea here we appreciate the earlier feedback on the change in navigation with tab and selection of items.
Based on some of the feedback we received from our customers we have restored the original behaviour so that when you can use the arrow keys within a cell to highlight the item and then Tab to auto select (rather than having to press Enter).
Also appreciate your thoughts on the ideal # of lines in a quote. However, monitoring usage of quotes we don't have plans for developing an option to add lots of lines at once.
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Low balance alert on bank account
I'd like to know when a specific bank account balance gets below a certain amount, it would be great to set an alert or get a notification.
2 votesHi Nicola, appreciate the idea however do want to be open that we don't have plans for implementing this type of feature directly in Xero. Feed imports can differ from bank to bank so the timeliness of this information would be likely be little use to many businesses especially in the case of manual imports.
There are some banks that offer alert or notifications for what you're asking here, I'd recommend enquiring with your bank directly. Thanks
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Bank feeds - request specified start date
Provide option to select a specific start date (within, say, the past 24 months) for bank feeds when submitting the online request through Xero. For example, from previous 1 April rather than from the next day after the bank has processed the request. This would relieve the need to request clients to provide a csv from their online banking for past transactions to complete the year’s records. Some clients are not computer confident for even this requirement when setting up their Xero account.
2 votesHi team, while we appreciate the idea here there is no plan to enable automatic import of bank statements when setting up direct bank feeds.
If you'd like to, import historical bank statements you can do this manually and we have detail on how to do this in on Xero Central.
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Coupa Integration
Coupa integration would be great. I'm working with a company who is transitioning to Coupa where estimates, invoices, and payment notifications are handled through Coupa.
1 voteHey Jon, thanks for sharing your idea!
Xero has an open API, so anyone can develop apps or custom integrations for it.
With this one, we'd recommend reaching out directly to Coupa to talk about a
Xero integration. You can chat to them directly through their contact page.
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Overpayments - Ability to set tax and account
When creating an overpayment during bank account reconciliation, the account and tax fields are locked and impossible to change. This is frustrating because based on our company accounting policy, we would like our overpayments coded to a specific account.
I would like to see this feature added in future updates.1 voteHi Yamen, overpayments are a type of credit transaction in Xero. An overpayment doesn't attract tax and is allocated to a specific contact which is why both these fields are locked.
Being open we don't have intentions of changing this behaviour - Perhaps a prepayment may better serve your needs here?
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Reconciliation - Conclusive reconciliation
Xero should provide 'proper' bank/card reconciliation so as to be able to conclusively reconcile the xero record with the source bank account.
What xero calls reconciliation is merely 'matching' bank feed transactions to xero transactions. This is not really reconciliation to source account because the Bank feed is known to both miss lines of the statement and duplicate lines of the statement.
If the feed misses a transaction and it is not in xero either you would never know through the existing reconciliation (matching) process.
Similarly if the feed duplicates a line it may cause it to be created in…1 voteHi Andrew, appreciate you'd like ensure what's been imported from your bank to Xero. We will continue to develop the logic and learning behind matches and suggestions Xero provides overtime.
As you know Xero has direct connections with many banks and financial institutions to offer feeds and import statement lines from your bank. In many cases these can be auto matched through a bank account in your organisation.
Despite being thorough in many situations, as these are connections with parties external to Xero, there are cases like you've noted where statement lines can be missed or duplicated - Hopefully you don't find this occurring too often if you do I'd recommend connecting with our Xero Support team to see if there's any way to improve what's being imported.
Manual intervention and review of bank reconciliation is required to confirm what has been reconciled and imported to your bank to match…
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Cash Summary - Easily add monthly comparatives
The new cash summary report is not as user friendly as the old version.
The most common cash summary format used is a full year or YTD monthly report. In the old version it had the months listed so easy to go back to the end of month of last years financial year whereas now all the current options only refer to the last month or are a full year. When comparing with periods 11 months was the most common option used as wanted to compare a full year but now this has to be entered manually. If you want…2 votesAppreciate the new version of report may take a few steps to set up and it can take some getting used to the changes from old to new, Alicia. Being open we don't plan to complete copy the older version.
Having a bit of a test, if you regularly compare the past 11 months you can set this in the Compare with period = 11 and Months. Once run you can then use the Layout editor to move the columns oldest to newest.
If you then Save as custom you'll find that you can jump back into this formatting any time and update the Date range of the report which will hold the Compare with settings you've set up in the report.
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Please stop adding extra clicks and extra steps to our workflow under the Bank Recs, Reports, Contacts, et al.
As accountants we are busy busy busy and I understand everyone is busy today but we are up against HARD DEADLINES almost daily in our business. Every extra "click" added in Xero over the last months have added extra time it takes to do our jobs. The extra clicks it takes to get to the last month Bank Rec is stupid crazy. No one reconciles their bank to "today" - we don't even have bank statements to reconcile to until month end and that is what we need our bank recs to reflect. When Xero updates it's product, it seems…
1 voteAppreciate your feedback on the changes across Xero, Jackie. Being open it is hard to understand true interest and communicate on ideas that span many features and areas of Xero, and for this reason we will mark the idea as not planned.
There are some necessary changes that in some places may add more change a previous flow you may have grown accustom through our building on beautiful work.
Our teams are conscious of this and working wherever possible to increase simplicity for the way customers work in Xero.
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Reporting | General ledger - Export in a bkmv format
We an israeli accoubting firm
The israeli tax autohrity demands an export of the general ledger in bkmv data fotmat,
We will appreciate it deeply1 voteThanks for engaging and sharing your idea in community here, Yoash. Though very appreciative of the differing format needs across the globe, we want to be honest that we don't have plans for enabling export of data from Xero in a bkmv format.
You could use a format converter application outside of Xero to convert the file the format required by differing authorities. Thanks
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Reporting | Favourite report from Search
While the new search function in Reports is excellent, especially as there are so many in the overflow button of each listed report, it is not possible to mark the report shown in the search results as a favourite.
It would be great if there could be the option to either go to the report directly, or go to the report in the list so it can be marked as a favourite - or better still have the option to mark it as a favourite from within the search results list.
Alternatively, if the search results provided details of where…
2 votesThanks for your interaction in Xero Product Ideas, and sharing with us here. Being transparent, we don't have intentions of adding the ability to favourite from the Search menu in Xero.
We understand wanting to swiftly locate and favourite your reports. Right now, perhaps using Ctrl+F (Control Find) to search the name of the report and quickly navigate to this on any webpage.
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Bank feeds - Braintree feed
Ability to set up Braintree as a bank account that can import the feed automatically.
Purpose: Users can reconcile the payment that they’ve made from Braintree without having to import the statements manually.
5 votesTotally understand why those that use Braintree as a payment service would like to connect this as a bank feed in Xero.
Xero has an open API which enables third-parties who are interested to build connections with us themselves. If not already, we’d recommend approaching Braintree to let them know this is something you’d like to see. They can find out more on building an integration with us through our Developer Community or they can register their interest here.
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Approval Max Integration
Include Notes/Comments and how to pay in feed from Approval Max to XERO so accountant can see that when processing Bills.
1 voteHi Aparna, the integration between Approval Max and Xero was designed and built by Approval Max themselves and they're best to engage on any improvements or expansion to this.
This isn't something we'd look to do ourselves, but you can contact their support to see if this something they'd consider.
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Pay with Wise | Include Batch number in failure notifications
I had an issue where I made a couple of batch payments via Wise Pay and one of those batches had an issue and I received a notification on Xero that 2 payments had failed. The notifications do not refer to the batch number. Please can this be added as it would be a great help in identifying the correct batch of where the issue lays in the future.
1 voteHi all, while we removed the Pay with Wise as a follow on from our last update we wanted to confirm that we have released UK bill payments in Xero.
Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog
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Excel/Google Sheets Integration
The ability to have a live feed between Xero to Excel/Google Sheets so that we can create our own custom reports outside of Xero.
1 voteHi Adam, do want to be open that we don't have intentions of creating a live feed of data into Excel/Google Sheet.
Many of the reports in Xero can be exported to Excel or Sheets.
Keen to better understand the data you're looking to be able to incorporate in your reports - Can you give a bit more detail about what is currently missing that you'd like to see in reports?
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Bank account verification
With cheque books out of circulation and therefore not being able to supply a bank deposit slip for proof of bank account number - a form showing our company bank account name and number where we dont have to take a screenshot of the dashboard and white out information. May exist already or an easier way?
1 voteHi Trish, as a form of verification this is best provided from your bank rather than Xero.
We'd recommend approaching your financial institution/bank for a form such as this that can verify your bank account name and number.
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Reporting - Add graph from old account summary into the new to track progress
Add the graph from the old account summary report to the new reporting as people use it to track progress. I understand this feature will be turned off next June/July so would be good to have it moved over to the new reporting
1 voteHi Jennifer the graphs in older versions of reports have been removed as they were running off old technology that is no longer supported.
There are ways of getting more if a visual view of performance in new reporting with tools such as Xero Analytics, and our teams have also added charts to the Income & Expenses by contact reports to help you keep a track of your top customer and suppliers at a glance.
It'd be good to understand is there is something missing within these tools that you'd like to see added or improved.
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2 votes
Appreciate your feedback, Sarah. Being honest we did receive a lot of feedback around these default.
Our team made a recent change to have this ticked by default based on feedback and from monitoring usage of the feature and we don't have intentions of changing this back anytime soon and I'll shift the idea to not planned.
While we'll close this idea, we'll continue to track if there is significant response to the importance of this from our community. Thanks
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Credit note - Explanation
Credit note - please do not change any unit price after a partial credit has been raised
For example, we have invoiced (tax exclusive)
Quantity / Unit price
2/ 25
2/ 25
2/ 25
4/ 25
2/ 50
3/ 50
4/ 50
10/ 50Client request to have credit on one of the lines (tax exclusive)
Quantity / Unit price
2/ 25After the credit note approved, client request another credit on the same invoice. Now, when we go to the invoice and add credit note, Xero will show, (tax exclusive)
Quantity / Unit price
2/ 23.96
2/ 23.96
2/…1 voteHi Cargo Plus, it's a bit hard to confirm the scenario you've noted here - although do appreciate the detail you've given.
I'd recommend coming into Xero Support by raising a case through Xero Central where one of our specialists can dig into the detail to help explain and provide understanding of the best way to handle these situations with your clients. -
Credit limit integration with API
My client uses a third party system to integrate invoicing from Point of Rental (Syrinx) to Xero. Previously their was a "skype" field with the credit limit and P of Rental would pick this up and update the Point of Rental system.
This has been disabled by Xero and apparently Point of Rental cannot use the credit limit field in Xero to update their System.
Could Xero Allow their credit limit field to be used for the API ?
Any ideas
Richard M
1 voteThanks for the detail in your idea here, Richard. Appreciate why you'd like to credit limits to be available via the API.
We have a separate channel to collect and share back ideas around our ecosystem and the API - I'll close your idea here not really being the best place to capture this.
Welcome to join in and support the idea that's been raised for this across in our Developer Community 😊
- Don't see your idea?