- or
923 results found
-
Direct Feed - Bank of Scotland / Halifax
Are you able to add Bank of Scotland and the Halifax to the Direct Bank Feeds?
1 voteHi everyone, there's been some changes to how bank feeds work in the EU. Under the new standards, each UK bank is required to develop a gateway or API for third parties to connect to in order to access bank account information.
We're pleased to let you know that as a result, we now have a feed available for both Bank of Scotland, and Halifax accounts - you can check exactly which accounts are supported here.
If a specific account type isn’t showing in the list above, or when you try connect your feed, it's because the account type isn’t available from your bank yet. This differs between banks and account types. We recommend speaking with your bank for more info on what account types are supported by them.
As this request has been completed, I'll go ahead and return your votes to you all. Don't hesitate to get… -
Subscription Payment - Accept DD payment of for bank accounts that have dual signatories
Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?
7 votes -
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.
-
VAT reconciliation - Show which VAT return transactions are submitted on
Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.
17 votes -
Increase bank account, Invoice and Bill transaction limits
A big request to please increase bank account, Invoice and Bill transaction limits per month (i.e. from 2/4k to 10k+ at least).
2 votesHi Kyle, it's necessary to have some limits in place to prevent performance issues, and I want to be open that we don't have any plans to increase these in the near term.
I'd recommend raising a case to connect with our Xero Support team where our specialists can get more detail from you to understand how you use Xero and possibly make suggestions so you can still achieve what you need using Xero.
-
Bills - Customisable payment receipt/remittance including bank payment details
Bill pdf – to have a print function to print a Payment Voucher for Bill created via a template which user can customize and must contain bank payment details
of supplier which is input in the Notes under supplier contact (see 1a above). This is to allow us to send the payment voucher manually to boss for boss to do the manual payment to supplier.
Boss needs the supplier invoice details and the supplier bank payment details in supplier masters (see 1a) as well as a footer of Prepared by; Approved by and Acknowledge receipt on the
Bill Payment Voucher…4 votes -
AU Payroll | Reports - Filter Payment Summary Details report for superannuation
Would be great to get the Payment Summary Details report to include a filter for Superannuation
There doesn't seem to be a report that easily shows all payroll information by Employee Group.3 votes -
Bills - Automatically send a remittance after payment
Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process
94 votes -
add bank deposit slip to contact
Verification of Account. Would like the ability to add an attachment under a contact.
ie. Suppliers Bank Deposit Slip as proof of account details1 voteHey Kimberley! You can attach documents to your contacts from the Contact screen. There's a thread over on our Xero community discussions board with the steps for this 😊
-
AU Payroll - Ability to swap primary and secondary bank accounts for employees
I have an employee with two bank accounts - Bank Account 2 currently has a dollar amount going to it, and Primary Bank Account has the balance. The employee would like to swap which one is getting the dollar amount and which the balance. I'd like to do this with a button.
Instead I have to do it manually, copying and pasting field by field.
2 votes -
Inventory Item Summary report - Select all in a filter
In the Inventory Item Summary report I can customise the report by adding a filter & then searching for a stock item eg a spigot - but there are 100 different types of spigots, & each of them need to be selected individually!!! can we please have a "select all" button???
3 votes -
Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
2 votes -
Batch Payments - Export in format for Santander Personal and Business bank accounts
Ability to export documents that suit the Santander Personal and Business bank format from Xero.
Purpose: To save users time from having to convert the document after exporting.
9 votesHey community - we've delivered this idea 🎉
Xero provides two extra file format options for Santander batch payment exports: Santander Connect BACS payments and Santander Connect Standard bulk payments.
For Payroll, users can download the Faster Payment file in the UK.
-
Bank Feed - Don't remove duplicate statement lines
Xero should auto import all the transactions from the bank feeds even if it appears to be double entries of the same transaction. For example Toll fees with the same amount on the same day are only imported once into xero although all the transactions are on the bank's online profile.
2 votes -
UK Payroll - Activity Details and Summary report format
The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?
3 votes -
Demo Company (US) - Add the Reconcile Period feature
It'd be great if the new bank reconciliation feature called Reconcile Period was available in Demo Company (US) so we could test it out without impacting live data.
2 votes -
Filter to manual reconciliation screen
It would be useful to be able to filter the account transactions page between reconciled and unreconciled transactions, as well add a date range. I have to do lots of manual reconciliations so being able to filter the transactions that actually need reconciling is quite important
1 voteThis is possible, Katie 🙂
If you click Search from the Account transactions tab of a bank account, you'll see an option to enter a date range and select Status 'Unreconciled'
Here's a pic
-
Dashboard - Ability to export graph of bank account
export graph of bank account - the image of a decreasing bank balance in the form of a graph over a period of up to 6 months is very telling, please could the image already available be accessible as a download so this can be shared with business owners
1 vote -
Make Invoice Settings accessible from Invoices Summary page
If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).
3 votesGood to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
-
AU Payroll - Bulk update employee bank account information
Bulk update Bank Statement text in Payslips
Or we can set up Statement text as fixed for every employee rather than the default "WAGES" statement text in Xero2 votes
- Don't see your idea?