20 results found
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Bank Reconciliation - Allow Bank Transfer Rules to automatically reconcile both sides of a transfer
Similar to how "isReconciled" is supported by the API, allow it to be specified for the from/to account when creating a Bank Transfer rule. This would simplify the transfer process from external sources that are reconciled outside Xero.
14 votesHi Peter, thanks for sharing this idea. We understand that for businesses regularly transferring funds between accounts, having both sides of the transfer reconciled automatically would help reduce repetitive steps.
For now, setting up transfer rules on both bank accounts can help make matching the transactions quicker. We’ve moved this to Gaining Support so we can track interest and help our product teams understand the value of improving transfer reconciliation.
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Bank Statements - Ability to download bank statements from the bank feed
Automatically download the bank statements from the bank feed
15 votesHi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
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Reporting - Show all uncoded/unreconciled Account transactions in one report instead of singular accounts
There is currently an uncoded statement lines report that you can run to view all uncoded/unreconciled statement lines. There is however no report that shows unreconciled account transactions for multiple bank accounts at once. You have to run this all separately for each account to be able to view or go into each account on the dashboard and filter on unreconciled. For an organization with multiple credit cards and accounts this is absolutely time consuming and not an efficient use of time. We need a report like the uncoded statement lines report that reports on unreconciled account transactions and this…
13 votesThanks for sharing your idea, and letting us know the changes that matter most for you. We can appreciate the ability to view all uncoded account transactions on one report instead of having to go through each account. We're moving this idea to gain more support from the community. You may share this idea with your friends and colleagues who may also want to see these changes in Xero.
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Bank accounts - Change balance formatting
Please change the font and bold the balances on the accounts main screen and move the balance back to the left where it was previously.
I can't figure out why you made this change in the first place as there was nothing wrong with the setup of the old Bank Accounts screen. I do like the added width but you've made it harder to see the balance quickly and it just isn't as user friendly view IMO.
8 votesThanks Jim, appreciate your feedback and have shared this back with the team. We don't have any immediate changes planned for this but will keep an eye on interest here and share if there are any updates.
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Edit Bank Account
When editing a transaction, I want to be able to edit the bank account the transaction is in.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Checks - Ability to manually add number
I would like to be able to manually enter Check numbers. Xero thinks I printed a check, but I didn't & I am not able to use that check because it automatically goes to the next number it thinks is unused. Reconciling the bank account amount is more important than the correct check number. For example, if I misprint a check onto a blank piece of paper and need to reprint it, it wants a new check number not the number that I had which wasn't used. I currently have 12 unused checks in my pile because Xero thinks they…
3 votesThanks for sharing this idea 🙂 We’ve moved it to Gaining Support.
We can see how being able to manually enter a check number would be helpful, especially where a check has been misprinted or needs to be reprinted. This would give more flexibility to keep check numbers aligned with the physical check stock while still focusing on getting the bank account reconciled.
You can now share this idea with your friends and colleagues so they can vote and comment too.
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Bank Accounts - Bring back the Transfer money option
Why do your devs keep burying things, that we need to frequently use, under menus?
Please bring the "Transfer Money" quick button back to the Bank Accounts main page, rather than bury it under the 3-dot menu. That added click each time is incredibly annoying and takes away from the user experience.
Side by side comparison below.
5 votesThanks for sharing your idea, and letting us know the changes that matter most for you Jim. We will start gaining some support on this idea so that other users who wish to see this can also add their vote in. We'll monitor this space for more traction.
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Reconciliation - Ability to attach file when reconciling a transfer
enable uploads on pdf files to support audit evidence of a transfer transaction
2 votesHi David, appreciate how you may like this option to speed up the efficiency of this process when reconciling, and we'll get a wider sense of the interest behind this from your idea here.
In the meantime, I just wanted to highlight that once the Transfer transactions is created it's possible to open this from the Account transactions tab of the bank account and attach a PDF to the transaction from here.
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Bank accounts - compact view
It would be great if you could enable a 'compact view' of the bank accounts page - I don't need the graphs and would prefer to be able to see more bank accounts without the need to scroll.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't
Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Xero App - Align the bank figures on the app with web
On the new home page, for each bank account, the Statement balance is on the left and the Xero balance is on the right. On the Xero app they are the opposite way around. Consistency between the two UIs would save time by reducing friction.
3 votesHi everyone, thanks for sharing this suggestion. We understand that having consistent information across mobile and desktop is important, especially when you’re checking balances or making quick decisions on the go.
The suggestion here is to align the bank balance view in the mobile app with the web version, so users can see the same balance details and have a clearer view of their reconciliation position.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback on how this impacts your mobile workflows.
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Bank Accounts - Uncoded statement lines button visible on page
Please could the 'Uncoded Statement Lines' button be reinstated on the new bank feeds page, rather than hidden under the ... menu?
It makes for an extra click every time and there's plenty of room on the page for it.4 votesThanks for your feedback on the Uncoded Statement Lines button placement. We appreciate you explaining how this could streamline your workflow and better use the available space.We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Non-Current Liabilities - Ability to add bank feed
Set up mortgage or long term bank loan accounts as Non-current liabilities but still enable the user to connect a bank feed. This will ensure the coding and processing burden is reduced when reconciling loan accounts and will ensure the Cashflow statement is correct.
2 votesThanks for taking the time to share this idea with us 💥 We really appreciate you explaining how this could help reduce the coding and processing effort involved in reconciling loan and mortgage accounts, while also supporting more accurate reporting.
We’ve now moved your idea to Gaining Support so we can continue to track interest and feedback from others who’d also like to see this in Xero.
Thanks again for raising this with us and for sharing the impact this would have for you.
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Xero Accounting App - enter a receive money transaction
In the Xero Accounting App it would be really useful to be able to enter a receive money transaction. This option is only available in the desktop version but for those that receive cash on the move it would be helpful to be able to record this via the app, particularly as it won't show up in a bank feed.
1 voteThanks for sharing this idea. We can understand how being able to create a Receive Money transaction directly in the Xero Accounting mobile app could make it easier to capture transactions while you're away from your computer.
For now, if the payment has already appeared in your bank feed, you can create the transaction during bank reconciliation in the mobile app. If it hasn't reached your bank feed yet, you'll need to wait until you're back on a web browser to enter it manually.
We've updated the status of this idea to Gaining Support so we can continue tracking community interest.
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transfer
Allow us to transfer funds between linked accounts using products like Plaid. Save so much time!
1 voteHi Jessasm, just to make sure I understand your idea here correctly, are you saying you'd like to be able to physically transfer funds between your bank accounts from within Xero?
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Find & Match - Show subtotal of selected transactions(Find & match section 1)
Hi When I have one payment that was done for a lot of suppliers, you can match the suppliers to the payment. I would like to have a sub total of selected transactions at number 1. Find & select matching transactions
1 voteThanks for your feedback, appreciate how a subtotal of just the selected transactions in section 1 may differ to the full subtotal of transactions shown in section 3.
We'll get a broader sense of interest from your idea here. It's not something we have plans around at present but we'll share if there's any change.
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Bank Rules | Contact details - add purchase defaults on the fly
Thank you for adding these fields when adding a contact on the fly. Can you please also add in the field for the expense acct that this contact should normally be coded to. Right now I have to save the contact, finish my bank rules, then go pull up contacts, find the vendor then go to the bottom and give it the gl number.
1 voteGreat to hear your flow of work in your idea here, Emelie - Can see how being able to add this detail on the fly when creating your bank rules could save you time.
This isn't something we have planned just yet but will get a gauge of interest from your idea and be sure to share if there are any updates for this, here.
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Bank Statement - Ability to import pdf (UK)
Ability to import a PDF statement directly to xero instead of having to spend a fortune on PDF to CSV software like Dext for example
1 voteHi everyone, thanks for sharing your feedback on being able to import PDF bank statements directly into Xero in the UK.
We can see how this would make it easier to get bank data into Xero without needing third-party conversion tools.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bank Account - Ability to add info to each bank account
Ability to include free hand information on the bank account rules for each account eg. Interest rates, number of deposits and withdrawals, bonus interest rates, costs for overdrawn account etc. To be updated by user at their convenience.
1 voteHi Susan Thanks for sharing your idea here. We've opened this idea up to the community to gain more support. We'll monitor this space in the meantime. Please feel free to share this idea colleagues that might benefit from this idea! Cheers!
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Reporting - Analysis of bank accounts into account codes
What would be really useful would be a report that analyses historic bank account into nominal codes (p&l and balance sheet accounts). Pick start/end dates, choose weekly or monthly reporting, show opening bank balance, what came in and what went out, close bank balance, a choice of including figures gross or separating the VAT out. This does mean that Xero has to following through sales and purchase ledger payments to find out the account codes of the sales invoices and bills that were paid. I've asked Jax to do this and it can't. Come on, how about making your AI…
1 voteHi Michael, Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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