498 results found
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Bank Feeds - Collaborate with banks and improve the information that's imported
Bank feeds are critical to a business's accounting system.
Detail on those feeds is also critical.
BOQ Specialist (AU) (and I'm sure other banks) provide deficient bank feeds to Xero.
See the difference between the (unmodified) imported statement lines and the bank feed statement lines on the image.
The bank feed statement lines only say "Online transfer" which is about as helpful as saying "transaction".
The imported statement lines say Online transfer and then the bank narration, which is much more helpful.
Xero Support suggested I speak to the bank - great idea, waste my time speaking to a customer…2 votes -
Banking Feed Login - Direct Xero Notification
Banking Feed Login - Direct Xero Notification
I receive direct notifications from my bank platform when my business account is being accessed. Having the bank account linked to Xero is functional, but creates some security anxiety as I receive notifications from the banking platform about a login and then need to check if it is Xero. A direct notification - or even just email notification - from the Xero app would be helpful to cross reference and know that the specific login is Xero and not a security threat. I have searched quite extensively but haven't found this option.
2 votesAppreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.
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Chart of accounts | Print - Include descriptions
Can Xero please bring back the function enabling the details to be printed with the Chart of Accounts. It was a feature when we converted to Xero, but is no longer.
7 votes -
Stripe - connecting to other currency accounts
Xero Bank Feed connections: Would it be possible to connect payment services for Stripe to more than two bank accounts, I can currently setup GBP (primary currency) and USD but can't setup for EUR or CAD. Our Stripe payments are collected in the currency and paid out to our bank accounts in these currencies but the payment service settings will only allow these two currencies to connect to the GBP payments which mean a manual process to transfer between accounts in Xero and ''mark as reconciled'' . The USD payments work great so it would be good to be able…
6 votes -
Bank Feed - Anext Bank (SNG)
Adding more banks in Singapore for the bank feed in Xero.
Example, adding Anext Bank into Xero. Will benefit small businesses who are using digital bank like Anext Bank.
6 votesHi all, just updating the status of this idea to Gaining Support here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.
For the time being, you can keep your accounts up to date in Xero by manually importing statements from Anext Bank. As per our last update below, we'd also recommend sharing this link with your bank to let them know you'd like to see them connect with Xero, and they can fill in the form if they're interested in Partnering with us.
While we don't have any direct plans for this atm, we'll share if any are made with you here.
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Invoice payments - Email notification when payment received
When a payment is made into the business account an email notifcation is sent automatically.
32 votes -
Xero Accounting app - Option to turn off auto-suggestions
Being able to turn off "suggest previous entries" can prevent clients being to trigger happy with the "Ok's" in the bank rec screen. Unfortunately, this option does not flow through to the Xero APP. Can this please be updated.
5 votes -
Bank Reconciliation | Add Contact - Enter full details
When adding a new contact while in the bank feeds screen, you can add a new contact name but cannot give it the gl acct number or enter the address etc. You have to go back to contacts pull up new contact and then enter all info. Please add a feature to add all the info at the moment you set up the new contact name.
6 votes -
Journals - Ability to access the journal entry from each transaction
I would love the ability to view the Journal entry created by each transaction, from the transaction itself (without having to leave the transaction to pull a journal report). QBO has this option and I find it very useful.
11 votes -
Lock dates - Flexibility in setting period and accounts applied to
we have specific cut offs for certain aspects of our EOM so more options for locking periods in certain categories would be so beneficial.
lock revenue for a specific period once reviewed
lock a payroll period once closed for EOM
lock expenses or AP once closed9 votes -
Bank Reconciliation - Auto reconcile Paypal
Auto reconcile Paypal - as someone who is not able to do this every day, to reconcile Paypal takes an incredible amount of my time - is there some way this can be automatically done?.....
2 votes -
On focus the code dropdown should clear
In the dcoding screen, if there's already a code selected then the user has to manually empty the existing code to be able to type another. This is just clunky - when the dropdown is enabled it should either clear the field or allow the user to start typing a new code.
2 votesSorry for the delayed follow up here, Kevin. When you mention the dcoding screen would this be find & recode or somewhere a bit different in Xero?
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Bank Rules - Ability to set Date as a criteria
It would be great to have the date of bank transactions as a criteria field when creating a rule. When we are paid by the ESFA, the amounts we receive at the beginning of the month have a different nominal to those received later in the month. In Sage we could set a rule as 'between 2 dates'
3 votesHi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
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Find and Recode - Ability to change the amount
Within the find and recode facility I would like the ability to change the amount posted. This can be particularly useful for repeating journals. For example, there could be a monthly release of a rent prepayment, where a rent review has been backdated several months and therefore the charge released needs adjusting historically. As it stands currently, each individual posting needs editing, rather than (say) being able to change 9 month's postings in one entry.
2 votesThanks for the detail in your idea here, Kevin. We don't have any plans to enable the changing of amount in Find & recode in the near term. We'll get a gauge a sense of the demand for this from community in your idea here.
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Bank Reconciliation: Search for transactions across all accounts
Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.
247 votesHi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
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Bank Account | Account transactions - Export filtered transactions directly from screen
When searching for specific bank transactions(s) using the filter option, when found, it would be good to be able to export your findings directly from your screen. This would prove to be a very efficient way of exporting specific data quickly.
2 votesThanks for your idea, Lynn. While not exactly the same we have a somewhat similar idea across here. If you feel they're close enough I can merge?
This isn't something we have any plans for atm, however we'll get a sense of the interest in this from community and let you know if there's any updates.
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Allow journals to Accounts Payable/Receivable
Unlock Accts Receivable and Accts Payable GL accounts. Currently unable to enter AJEs that require it. Even our auditors are asking why we cannot do this in Xero as with other accounting systems. Previously Xero responded by saying it's an account integrity issue...but accounting is an integrity issue! Too many hours wasted trying to work around this (and please don't suggest creating another account, as in Accts Rec 2)
11 votes -
Reconciling | Add Details - Highlight bank feed Description
During reconciling, when adding details - Description section coming from bank feed could be auto-highlighted saving time, allowing it to be changed more easily, rather than having to mouse across to select or (triple tap trackpad). This way if it didn't require a change of description, we can tab across. But having it automatically selected when tabbing through fields would be amazing if possible. eg. of highlighted area attached.
2 votes -
Spend / Receive money - Ability to set tracking defaults
Allocate specific tracking categories to transactions instead of showing every category when a transaction is created.
Currently all tracking categories show when creating a new spend/receive money. In our business one of these categories is used for timesheets only. I would like the option to be able to choose which tracking categories display when creating new spend/receive money transactions in Xero, in the same way that I am able to do this for payroll and on invoicing.
3 votes -
Bank Reconciliation - Restrict Bank Transfers
When transferring money between bank accounts in Xero - it would be good to restrict the user to only making the transfer if there is actually a matching transaction in the other account. As it is currently, the user can make the transfer and then it sits in the unreconciled payments or receipts for a bookkeeper to tidy up later on.
4 votes
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