498 results found
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Bank feed - RHB Malaysia corporate.
Having RHB Malaysia corporate bank account feed in Xero.
1 voteThanks for sharing the bank you'd like us to build a feed with, angel. We appreciate you taking your time to share changes that would be most meaningful to you.
This isn't something we're developing just atm, but it'll be good to get s sense of the interest from your idea here.
You can find out and stay updated with Xero releases on Xero Central.
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Mobile App - Transfer between accounts in Mobile App
Please would it be possible to amend the Mobile App so that when you select the + symbol the option to Transfer between accounts is possible ?
3 votesThanks for sharing your idea and letting us know what changes are most important to you.
We've reviewed it, and now it's time for the community to show their support! Please share your idea with colleagues who could benefit, so they can add their vote and comments. This will help us understand the full impact this change could have on their experience with Xero.
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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.
3 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.
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Cash Coding - Disable "Save & Reconcile All' button if nothing is ticked
Perhaps it's a bug but, while using cash coding /fast coding of a bank account, if nothing is ticked, I can still click 'Save & Reconcile all', which I have done by mistake on 2 occasions, causing panic and painstaking efforts to find out what had been coded and undo it (it was many things that were not meant to use the bank rule or needed further details) EG on the cash code screen , transactions that match bank rule are prefilled, which is great, but does not mean they are ready, so I should only be able to click…
1 voteHey! We appreciate you taking time to let us know how we could improve the Cash Coding screen for you. You're right that this is currently designed to accept the suggested reconciliations, even if you haven't ticked anything yourself.
This idea can now 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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Bank Rec - Logos for transactions
It would be great if Xero allowed businesses to display logos in transaction details, similar to how many banks are now doing. This would make records more visually clear and easier to identify at a glance.
1 voteHi Ahmed, thanks for putting this idea forward!! This is not something we are pursuing at this time but keep an eye out on our Xero Blog to see upcoming improvements and additions, it may be something we do in the future ;)
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Reconciliation - Overpayment Allocation Reminder
When reconciling bank accounts for money received a reminder of overpayments allocated to the clients account would be useful.
2 votesHi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.
Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.
This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.
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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.
6 votes -
Bank Reconciliation - Check box for 'Pay by check'
Right now, checks must be written by going to the top of the page, choosing "Spend Money," choosing the bank account, and then checking the "Pay By Check" box on the page. I regularly enter transactions right on the back account page through the "Spend Money" and "Receive Money" button. It would be great if the "Spend Money" area on the account page could just include the "Pay By Check" box so we could avoid the extra steps.
2 votesHi Jason, thanks for raising your idea for an efficient way to deal with checks when reconciling.
We've reviewed your idea and have now updated the status so that the community can get behind and support it.
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 Feed - Connect to Bulkley Valley Credit Union
Could you please look into connecting to the Bulkley Valley Credit Union (BC, Canada).
1 voteThanks, Megan for submitting your idea! We've taken a look, and it's now ready for the Xero community to rally behind. Other users can now vote and offer their thoughts on how this could enhance their own Xero journey.
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Bank Reconciliation - Copy details from statement line into spend/receive money
Please set the bank reconciliation lines on the right-hand side to pre-populate with the details on the left=hand side, that is as long as there is no 'match'' and it is not a transfer. I'm mystified as to why I have to copy and paste all of the information from the left side to the right side when Xero could do this in a jiffy. Presently the pre-population remembers a long lost description I may have made such as 'birtthday gift' and Xero is remembering this forevermore. It would be simple and accurate to pre-populate especially since valuable information (such…
14 votes -
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…
6 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.
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Bank Reconciliation - Status terms need to be changed
After a transaction is matched with the online download status should be matched or cleared. Once the reconciliation report is completed the status should change to reconciled. A transactions status should not be deemed reconciled until account is actually Reconciled with the bank statement.
6 votes -
Bank Reconciliation - Reconcile expense claim against multiple statement lines
When an expense claim is created via Xerome a 'spend money' transaction is created instead of a bill which means that if there is more than 1 payment against this claim I cannot opt to split the transaction when reconciling the payments. There needs to either be an option to split or the expense should create a bill rather than a 'spend money' to enable easier reconcilliation
13 votes -
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
2 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.
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Reconciliation | Bank fee - Cursor default to contact
When adding a bank fee adjustment during the details entry of a reconciliation, it'd save a click to automatically place the cursor focus on the contact field. This already happens when we click to add details to a reconciliation, so it makes sense for the same behavior to occur when we click to add a bank fee adjustment. One click...hundreds of times...lots of efficiency!
2 votesBig thanks to Matthew for kicking things on this! The idea is to have the cursor default to the contact field when adding a bank fee during reconciliation. It’s a small change, but when you’re working through heaps of transactions, it can save a lot of time.
If this would make your workflow smoother, we’d love to hear more from you. Add your vote or drop a comment to let us know, it helps the product team see how much this matters across the community.
We’ll keep you posted here as things move along.
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Chart of Accounts - Export to include organisation name
I’ve noticed that when we download reports from Xero in Excel, the file name usually includes the company name. However, in the case of exporting the Chart of Accounts, the exported Excel file is missing the company name.
Could you please inform the development team to ensure that the company name is included in the file name when exporting the Chart of Accounts in Excel or PDF?
Thanks for your support!
2 votes -
Bank Rule - Part pay existing bill (like the split function)
Ability to set up a bank rule to pay off an existing bill that is paid in monthly instalments. Currently have to manually allocate the monthly payment to a bill using the match and split function but it would be useful if a rule could be set up for this.
2 votes -
Bank Rec | Coding bank fees - Tab through fields
When reconciling an item that comprises an invoice plus a bank fees adjustment, it would be great to be able to use TAB to select the contact, account etc when completing the adjustment part of the transaction, like you can when coding literally anything else. Almost every time I go to code the bank fees adjustment, I type in the contact, hit tab, belatedly notice that nothing has been selected, face palm myself, then have to go back, type the contact in again, hit RETURN and then TAB, for both the contact and for the account type. When creating any…
2 votes -
Reconciliation - Auto fill line with remaining total
We have a lot of transaction that include GST, but only on part of the purchase. (Mobile catering business where we shop a lot in supermarkets.) When adding details, it has been very helpful to have the transaction already split into two lines for GST-able component and GST-free component. When entering the amount of the payment that includes GST, (which has to be calculated as receipts mostly show GST included), it would be great if the GST-free line auto-filled with the balance. Obviously this wouldn't solve every breakdown of expenses, but it would save having to use the calculator where…
2 votesNot something we have immediate plans for but appreciate the detail in your idea here, and we'll start to get an idea of the votes from community in this.
In the meantime, will be dependent on how you enter transactions, but perhaps Bank Rules could enable you to apply based on proportions?
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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
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