1661 results found
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Bank Reconciliation - Upload files to the Discuss tab
Would be great to have the ability to attach docs to an unreconciled line under the discuss tab. Eg when you have the receipt, but waiting on answers to reconcile. Would save a lot of time not having to track the invoice/doc back down again. Would be ideal if it would auto attach it when you have all the info to complete the recon.
4 votes -
Bank Account - Add "Difference" field to show the actual amount of the difference between statement balance and balance in Xero
On bank header screen where it shows "Statement Balance" and "Balance in Xero" could we have a simple "Difference" calculation to show the actual amount of the difference.
6 votesHi Valerie, while not shown in the Bank header, you can run the Bank Reconciliation report which will show you the balance out by figure. If the Imported statement balance hasn't imported or doesn't match your actual bank statement ending balance, you can enter this yourself at the top of the report and update so Xero will show a calculated balance out by amount.
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Bank Reconciliation Summary - Filter by source
Filter Bank Feed By Source
When looking for bank errors because a bank balance is incorrect, it would make things quicker to filter by bank transaction source
Many errors are caused by the source being imported manually but the transaction has already been imported by bank feed
to filter these ones out would make things quicker3 votes -
Bank reconciliation report - Show bank account number
In addition to the bank account name showing on the bank reconciliation report, it would be good to also show the account number. This would make it easier to match the bank statement with the bank account in Xero.
For example, my client may have it as Business Account 1, Business Account 2 in Xero but the actual account name is ANZ Transaction Account, NAB Cheque account - so easily being able to match the account number when checking period end balances would make it much quicker and easier.4 votes -
Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
5 votesHi team, returning to the idea here I wanted to check if this is still an issue? With the Payable Invoice Details report you'll find you can 'Group by' Contact and there are options to include Balance, Gross Tax and Net columns within the report so you can get a full break down and totals for each.
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Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds
Allow other users other than the person that sets up a feed ability to refresh the feed.
Purpose: Save time and increase efficiency of being able to perform bank reconciliation
33 votesHi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.
This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.
As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…
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Manual Journals: Allow placeholders in standard manual journals
Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?
Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.
Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"
8 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.
3 votes -
Dashboard - Show Bank Feed expiry date
Can the bank feed expiry date be shown on the dashboard or perhaps in the bank account screen rectangle for each account. It is a frustrating task to have to repeatedly contact clients to update this .... and worse they tend to blame Xero for the functionality rather than GDPR
4 votesThanks for showing your interest through product ideas. It'd be good to get more understanding of what seeing the expiry date of your bank feed on the dashboard would help you achieve? And, how you feel this will benefit your workflow.
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Reconciliation: Remove archived accounts from drop-down menu
I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.
3 votes -
Bank Reconciliation - Different colours for Create Spend and Receive money transactions
My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.
10 votes -
Hubdoc - Full integration with Xero files
I can email my receipts to Xero, when will Xero be integrating the same sort, file, and account application features that Hubdoc has so that I don't have to use Hubdoc at all?
5 votesHi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
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Tax Rate - Don't change Tax Rate if Account Type is change
Stop Xero from automatically changing the Tax Rate of an Account when the Account Type is changed. It's so annoying. Offer/suggest, sure. But don't do it by default. No, I do not want to change Wages & Salaries from BAS Excluded to GST on Expenses just because I change it from Direct Costs to Expense/Overhead or vice versa. Such a dumb default setting.
5 votes -
GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
7 votes -
Workpapers - Zoom feature
Xero Workpapers needs to be able zoom in on the attached documents instead of downloading to be able to view clearly
5 votes -
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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Dashboard Graphs - able to extract them to add to reports
To be able to export the graphs from the dashboard into excel or PDF, the same as you can reports from the reports page. There are no graphs that I can extract and those on the dashboard would be useful in adding to reports I send to board members who are not on Xero.
5 votes -
Reconciliation - Create Bill instead of Spend Money
It would be very useful to be able to generate a Bill when Reconciling, instead of just being able to "Spend Money". This would allow much better tracking of transactions, since money leaving an account via Spent Money is far less visible than when a Bill is paid.
Specifically:
When PayPal is enabled as a Payment Method, and a customer pays their Invoice this way, the associated PayPal account shows two entries in the Bank Feed ready for Reconciliation:
1) A transaction fee is deducted from the PayPal account.
2) The full amount of the payment into the PayPal account.…
7 votesHi Faris, generally as a bill is received prior to payment so currently it's expected that the bill would already exist in Xero when reconciling.
Appreciate your example of where this could create efficiency and we'll get an idea of the support in this here. 🙂
In the meantime, depending on your type of sales you may find an integration in our App Store that could serve by automatically creating the transactions in Xero.
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Bank reconciliation - Items button to toggle all items between 'discuss' and 'match' together
Bank items to reconcile list ability to toggle all items between 'discuss' and 'match' together as it is easy to miss if an item is showing as 'discuss' but client has uploaded a bill or invoice and it can now be matched
5 votes -
Bank Reconciliation - Import bank transfer
Import and reconciled bank transfer
6 votesHi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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