459 results found
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Bank Feeds - Include Job Number/Tracking Category Data in PayPal Bank Feed
Hi Xero, please could you consider adding the option of including job numbers in the PayPal bank feed uploads. I am aware the data in the statement lines imported into Xero on the feed, is provided directly by Paypal themselves. But it would be very useful when looking at costs per job as we use PayPal to pay many providers globally in a day and PayPal is the best option for them an us, the job number would link the invoices to a job.
1 voteWe appreciate you sharing your idea and highlighting the changes you need!
We've given it a review, and now it's over to the community for support. It's time to rally the votes! Please share this with any colleagues who would also benefit. They can vote for your idea and add comments to share details on how it would improve their Xero experience.
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Bank Feeds - Automatic Bank Feed with Maybank
Since October 2023 automatic bank feeds with Maybank are not working anymore. Before that, they worked perfectly fine, but since then they are not working, and have not been restored from Xero ever since. As per Support there is a technical problem, and they are working on fixing it for over a year now. So this is not even a new idea, but only the request to restore an important feature that already existed before. Please work harder on fixing this issue!
4 votesHi team, we appreciate interest in expanding our bank feed connections. Maybank is a feed that we're looking into so I'll keep you updated here for further news around this. 🙂
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Reconciliation - Show default account for contact when reconciling
While in the reconcile screen, when I type in who and it pulls up my contact, I would like it to automatically default to the gl acct that I already have on the Contact card. I have to click on details then go to the gl box click on it to see what the gl acct is. Sometimes lets say Costco it could either by Office Supplies or Auto Expense(gas). So when I type up the Costco contact I would like to see what gl acct it is going to and if I need to change it to Auto Expense…
12 votes -
Batch Payments - Ability to 'split' when reconciling
Currently a client can upload a number of invoices and then create a batch payment for these invoices. When they make a payment for 1 of the invoices in the batch, you have to remove and redo the payment then match the separate invoice up, and then recreate the batch payment, excluding the amount which has now been paid. Would be easier if like with invoices, the batch payment could be split, saving the new to remove and then recreate the batch payment.
347 votesHi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
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Bank - Change name of receive/spend money transactions
It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....2 votesHi Bid, trying to better understand the purpose of your idea here and how it would help you when using Xero.
When you say you'd like to change the name of spend or receive money - Is there a place or flow you're using in Xero that causes confusion when looking at these transaction types?
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Bank Reconciliation - Column to show which user reconciled transaction
Bank Reconciliation - Having a Reconciled By column.
It would be very helpful to have a column in the bank account transactions screen that shows who reconciled the transaction. I have a client who thinks they are helping by reconciling their own transactions only to get most of them wrong. If there was a column showing the reconciler then I would very quickly be able to ascertain the transactions i need to review by running a history and notes report for that period.5 votes -
Find & Recode - Reverse Find & Recode
The ability to reverse batches of Find & Recode. Currently not available and can pose a risk to Xero files with higher volumes of transactions.
28 votesHi team, while we appreciate the support here we want to be open that we don't have any plans for introducing the ability to undo or reverse a find & recode that has been performed. We appreciate the impact using the feature can have which is why it is currently only available to users with the Advisor role and we also suggest checking in with your adviser before making use of this feature.
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Bank Reconciliation - Show Statement Type When Reconciling
When reconciling a bank account, it would be extremely useful to see WHERE a transaction is coming from (Bank Feed vs Imported Statement). Especially when deleting duplicate transactions, it'd be nice to know which is which as we prefer to not delete bank feeds when possible.
3 votes -
Find & Recode - Ability to split transactions
A function within Find and Recode that can split code each transaction by a percentage.
This could be an additional button next to the Recode button called "Split" which brings up a pop-up window like Recode does.
Account | Tax Rate | Percentage
Add another line10 votes -
Find and Recode - Cash Mode
To be able to use Find and Recode in Cash Mode. This would make searching for and recoding payments of bills and invoices within a time period much easier. For example, when a client becomes GST Registered and payments from a certain date need to have GST applied.
1 vote -
Connecting one bank login to multiple clients.
I would like to be able to link a bank login to multiple clients. So if the client has multiple businesses under one login, I should be able to link the bank feed to each Xero file. Currently I can only have one bank connected to one client if they can see multiple businesses on the same login.
4 votesHi Elizabeth, is there a particular bank your client is with that you're looking to connect to multiple orgs? For some bank feeds this is possible, but not all. It'd be good to know what bank you're using that you'd like to do this with.
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Chart of accounts - Import with GIFI codes
It would be nice when you import a custom chart of accounts to prepopulate the GIFI, similar to the report codes.
1 vote -
Bank | Reconcile period - Allow copy & paste with '$' symbol
Thanks for adding this feature. I'm trying it and I noticed that if you copy and paste a value with a $ in it, it will not paste properly. Sometimes when you copy paste opening or closing balances from PDF it copies including the dollar sign.
Please allow to paste the value with the $ in it.
Also, there doesnt seem to be any way of deleting a draft period. Please consider adding a small garbage bin icon in the period list and inside the period.
Thanks!
1 voteHi team, returning to this idea we wanted to confirm that we are still watching the interest ands support for being able to copy and paste amounts with a $ sign here however this isn't something we have any direct plans for right now. Please make sure to get your colleagues that would also like to see this to vote for the idea here. If there are any changes for this idea we will share an update here. Thanks
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Bank Reconciliation - Ability to merge bank accounts
If a Xero client has a credit card that is cancelled due to scam or new card etc, the only option is to create a new bank feed for the card so you can continue to get the data. In this instance, you end up with two bank accounts on your Xero file, both with a balance. At the moment, you can only do a transfer to move 1 balance to the other, than archive the one not needed. It would be nice to be able to merge the two together so that the balance works and the transactions stay…
38 votes -
Bank Feed | Chase - support for Certificate of Deposit (CD) accounts
As a bookkeeper, I want Xero to support bank feeds for my company’s Certificate of Deposit (CD) savings accounts. My financial institution (Chase) sends data on my CDs to the Xero feed, however, Xero ignores the CD accounts in feed. CDs are supported by other FinTech companies with similar feeds, and should be a low effort feature for Xero to implement.
2 votes -
Xero Mobile - Bank Reconcilation: Notify when more than one potential match
Mobile/ipad bank reconciliation
Request to show in the suggested green match it is 1 of many if more than 1 matching invoice (as it does in desktop)
Else payments can be matched to incorrect same value invoices - what a headache to fix later..
AND
… find and match can only search by name or invoice number -
Please add to search by invoice amount (as this will help with when there are multiples to choose the correct one)
Thank you
2 votes -
Bank Reconciliation - Links to bills to pay on reconciliation page
I feel on the bank Reconciliation page, there should be links to both "Invoices owed to you" and "Bills you need to pay" I feel this would make navigation quicker and simplify the reconciling process.
1 vote -
Recon on accounts
Can you recon your accounts once and next time it is the same I have alot of recons that are always the same How do you keep it for next time to recon
1 voteAssume you are referring to reconciliation, Alletta? While it may help to make sure auto suggestions are turned on in your org, perhaps Bank rules would fit your purpose here?
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Chart of Accounts - Duplicate existing account
Being new to the business, new to finance and bookkeeping and even newer to Xero we are starting from scratch with our "Chart of Accounts". As we grow and want to create sub accounts for clearer reporting - having to manually 'add account' each time, and reselecting all the appropriate account settings is very time consuming, especially for a novice like me. Being able to right click and choose to duplicate an existing account and then be prompted to rename/renumber it would be so much quicker.
My work around is currently to open up the existing account - take a…
10 votes -
Bank Reconciliation - Show invoice due date as well as issue date
It'd be great if we could view the invoice due date as well as the issue date while reconciling payments.
2 votes
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