459 results found
-
Bank Reconciliation - Search by Tracking category in Find and Match
Add tracking categories to the find and match function on the bank reconciliation screen. this would make matching payments to invoices easier for my clients as they have payments taken via DD per branch
6 votesWe appreciate you submitting your idea and telling us what matters most to you!
It's now live and ready for the community to review and support. Go ahead and share it with your colleagues so they can vote and comment on how this improvement would help them use Xero.
-
Bank Reconciliation - Sort statement lines by most recent date
I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.
10 votes -
CIS - Apply CIS to spend money transaction
When preparing monthly CIS returns on xero you need to create a bill for the subcontractor and reconcile/mark the bill as paid. When you have clients that have on average 80 to 120 subcontractors the bill creation even with a bill template can be time consuming.
Something to consider is whether creating a bill could be removed from this process and the CIS return be prepared simply from a spend money to a CIS enable contact.
Also something else that can be time consuming when dealing with this volume of subcontractors is downloading the monthly CIS payment certificates as clients…30 votes -
Bank Feed - BlueVine
Until recently I have been manually importing my monthly BlueVine Statements into Xero. This is a far from ideal approach since from a reporting and receivables standpoint, the data will always be stale and out of date. This leads to events like automated past due reminders going out for receivables that have actually been received and marked as paid.
I just recently learned of the bank feed integration with Yodlee, but the quality of the data provided by this service is heavily flawed by sending over incorrect analysis codes with transactions that cannot be removed or edited. While it does…
1 voteAppreciate you sharing why the Yodlee feed doesn't currently fit your needs, Jeff.
We're always keen to hear the new feed connections our customers would most like to see. We don't have immediate plans for a direct bank feed with BlueVine, however we'll start to get a feel of the this through support in your idea here, and can keep you updated if any plans are made.
-
Bank Feeds - Bank feeds from Macquarie Bank
Ive moved form Quickbooks to Xero (I guess this is common).
Xero does not accept bank feeds from Macquarie Banks - Offset Accounts.
It's very frustrating to manually have to import bank statements every month and I would love if they could please collaborate so it can occurs. It makes it tedious for my business and I lose hours trying to do it every time.Cheers
13 votes -
PGG Wrightson Bank Feeds
The receiving of PGG Wrightson's bank feeds within 4 working days of end of month (as currently stated in support/help) seems to no longer be the standard time frame.
Can you please review with PGGW whether the time frame provided needs updating so we don't need to keep contacting support for confirmation as to whether there is an issue or just a slow month when feeds aren't through by that 4th working day.
No one wants a repeat of April 2025 when the feeds were not received until 19th May.Feel a bit stupid when clients rings asking about where…
2 votesReally good for us to get a sense of new bank feeds our customers would like to see us develop feeds for. Thanks for sharing your idea here.
We'll gauge interest in a PGG Wrightson Bank feed through your idea and keep you updated if there are any plans made.
-
Bank Reconciliation - Available balance including Overdraft
In the bank account settings, add an optional data field to enter in the Overdraft limit on a bank account. Then on the dashboard screen, show the net available balance of current bank balance + the undrawn Overdraft limit.
Purpose - to save the user from having to manually calculate how much is available to make supplier/payroll payments or login to internet banking prior to check.
Should also be a simple feature to add.
11 votes -
Bank Reconciliation - Indicate if a transaction has an attachment when reconciling
We all know that legally we have to have a receipt for each transaction, it would make life (and my brain) so much easier if on the reconcile page when it shows up as green (for an existing matched bill pending) that it would be a different colour if that bill had an attachment on it so I wouldn't have to check before pressing the 'ok' button. A simple one but something that would save so much time and surely the programming to match for the green can be amended to identify an attachment on the bill.
9 votes -
Spend Money - "Save" vs "Save and Close" - Add an option for Save (continue editing) similar to bills
Right now "Save" is essentially "Save and Close" -- and then "Save & Add Another" creates a new blank item.
I would like "Save" to stay on the same screen, so I can then use "Copy" from the "Options" menu to enter the same/similar item.
1 voteHi Sandy, thanks for sharing your idea for having a "Save (continue editing)".
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.
-
Reconciliation - Auto search in find and match screen
when searching for an invoice number in find and match while doing reconciliation, it would be useful not to have to hit enter every time, especially as i can only search one invoice at a time. it all adds up to excess clicks when doing large batch reconciliations
4 votesHi everyone, thanks for sharing your feedback on this idea. We appreciate you taking the time to explain how auto-search in the Find and Match screen could help streamline your reconciliation workflow.
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.
-
Bank Rules - Ability to search by Account Code
It would be very useful to be able to search bank rules for an account code, since account codes cannot be archived/deleted if there is an associated bank rule. I eventually found the relevant bank rule but it was very time consuming to go through each bank rule individually - there can be hundreds of bank rules.
10 votes -
Bank Feed - J.P. Morgan Chase CHASAU2X
Bank Feed - J.P. Morgan Chase
For Xero to expand their bank feed connections to develop feed that supports J.P. Morgan Chase bank
CHASAU2X
4 votes -
Account Transactions - Edit transaction dates without remove & redo
I would like to be able to edit an entered transaction, i.e., transfer, payment, etc. When I am reconciling, some transactions are posted on the following month, but they were entered at the end of the prior month this creates a problem when reconciling. All I need to do is edit the date and change it, but I have to remove and redo the transaction. This is extremely time-consuming.
Also, could we change the bank account when we enter the transaction in the wrong registry instead of removing and redoing it?
8 votesHi Ana, out of interest is there a transaction type you generally find needing to use these actions? For example Spend money, Receive money or Payments applied to invoices and bills?
I've slightly amended the title of your idea for the date of the transactions, we have separate idea for changing the bank account you can join for any updates.
-
E-Invoicing - Dual language support (English and Arabic) for ZATCA (Zakat, Tax, and Customs Authority) compliance in KSA
To add a feature in Xero for dual-language invoices (English and Arabic) and to generate QR codes for ZATCA compliance (Saudi Arabia), here's a structured approach. Xero does not natively support dual-language invoices with QR codes directly, but you can integrate third-party applications or customize invoice templates to meet these requirements.
- Integrating Dual-Language (English & Arabic) Invoices in Xero Xero doesn't provide a built-in feature for dual-language invoices (English and Arabic) by default, so this needs to be handled through third-party integrations or custom solutions.
A. Using a Third-Party Integration App
Search for ZATCA-Compliance Apps:Go to Xero Marketplace and…
12 votesHi Saqib, while we’re unable to offer eInvoicing in your region at this time, you could look into third-party apps available in the Xero App Store that support eInvoicing.
-
Find and Recode - Option to recode reference
Find & Recode - Reference field
There is an idea posted that says you can already add or change tracking through Find & Recode. I have just been advised in Help by a specialist that I cannot add or change the Reference field of the Invoice Number field for multiple transactions as a group. Even though the Find and Recode article online AND the answer to the previous idea says that you can. Having to manually update the Reference one by one on each transaction is frustrating and time consuming.4 votes -
Bank Feeds - Direct feeds for Griffin Bank
Are there any plans to include Griffin Bank for automatic bank feeds soon?
3 votesThanks for submitting your idea on Xero Product Idea's, Shubham. We appreciate you taking your time to share changes that would be most meaningful to you.
We don't have plans for a feed for Griffin bank atm, but we'll start to monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
-
Bank reconciliation - Ability to enter dates directly in formats other than dd mmm yyyy
Across Xero it would be very useful (and intuitive) to be able to type dates in formats other than dd mmm yyyy (for example dd/mm/yyyy, ddmmyyyy, etc). The dd mmm yyyy isn't the usual way to enter and clients have commented that it's irritating that they can't type the date in (they use the calendar instead) because it didn't occur to them to try this format, and even when you are aware the habit when typing dates into these boxes is to use one of the more common formats so it can lead to errors
5 votesHi Jonathan! Thanks for sharing this great suggestion about allowing more flexible date formats in Xero. We can see how being able to type a date in different formats (like dd/mm/yyyy) would be a much quicker and more intuitive experience for many, and acknowledge that this functionality is available within other areas of Xero.
We've also added the supporters of this idea to these two similar ideas; New invoicing and Fixed Assets.🙂
-
Bank Feed - Investec (UK)
Currently, Xero facilitates bank feeds with Investec (South Africa) although does not allow bank feeds to be setup for the UK & Channel island branch - This connection needs to be setup.
28 votesHi everyone, really appreciate you sharing this idea.
We see how a direct feed for Investec (UK) would create a smoother workflow and save you time when reconciling.
In the meantime, the best option is to bring your transactions into Xero by manually importing your statements.
A direct feed for Investec (UK) isn't on our immediate roadmap right now. However, we're keeping this idea open for voting to see how much interest it gets from the community. Every vote and comment helps us understand the demand and prioritise what's most important to you all.
-
1 vote
Thank you for contributing to our product roadmap and highlighting the changes that are important to you. We have completed our initial review, and your idea is now open for community support.
To help this suggestion gain traction, please encourage your colleagues to vote for it as well. Other users can now add comments to explain how this feature would enhance their workflow in Xero."
-
Chart of accounts - Ability to set billable expense based on account
The ability to automate billable expense assignment by GL code. If you code to a certain GL code you want it assigned automatically as a billable expense for a certain customer. This helps with intercompany on-charges.
4 votesInteresting way of considering how this feature could work, Theresa.
It'd be good to see if others in the community would find this workflow useful to them as well. We'll keep an eye on the support for this here.
- Don't see your idea?